VP, Wealth Planner: Multigenerational Financial Strategy

Soteria Reinsurance Ltd.; Houston, Northern (TX, KY); Hybrid; USD 90,000 - 160,000; Full time

Job summary

Fidelity Investments in Houston seeks a Wealth Planner to build long-term client relationships through tailored financial guidance, integrated planning, and wealth management strategies. You will serve as a trusted adviser, coach, and partner to high-net-worth individuals, helping manage and transfer wealth across generations.

The role requires a strong foundation in investment theory, markets, and products, with CFP preferred and Series 7/66 licenses (or ability to acquire).

Qualifications

• Bachelor’s Degree highly preferred.
• CFP certification highly preferred.
• Active FINRA Series 7 and 66 with state registrations or ability to acquire Series 66 upon hire.
• 5+ years in financial services; 10+ years preferred.
• 3-5 years of financial planning experience; 5+ years preferred.
• Strong understanding of behavioral economics and family dynamics.
• Outstanding relationship-building and collaborative skills.
• Proven track record of client satisfaction.
• Deep understanding of investment theory, markets, and products.
• Experience delivering comprehensive wealth management strategies.

Skills

Wealth planning

Client relationships

Behavioral finance

Team collaboration

Industry experience

Financial planning

N/A

Education

Bachelor's degree

Tools

CFP certification

Series 7

Series 66

Job description

Fidelity Investments in Houston seeks a Wealth Planner to build long-term client relationships through tailored financial guidance, integrated planning, and wealth management strategies. You will serve as a trusted adviser, coach, and partner to high-net-worth individuals, helping manage and transfer wealth across generations.

The role requires a strong foundation in investment theory, markets, and products, with CFP preferred and Series 7/66 licenses (or ability to acquire).