VP Wealth Planner — Strategic Wealth Growth & Legacy

Fidelity; Houston (TX); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Onsite health centers

Fully paid parental leave

Job summary

Fidelity Investments in Houston, TX is seeking a Vice President, Wealth Planner to lead high-net-worth client relationships and deliver comprehensive wealth management strategies. You will develop personalized roadmaps, coordinate investment, tax, retirement and protection planning, and guide clients across generations.

You will work with a team of planners, apply advanced planning tools, and strive to grow client dedication, share of wallet, and referrals while upholding fiduciary standards and

Qualifications

• Bachelor’s degree preferred.
• CFP designation or equivalent preferred.
• Active FINRA Series 7 and 66 licenses or ability to acquire upon hire.
• 5+ years in financial services with wealth planning experience; 10+ preferred.

Responsibilities

• Develop personalized wealth plans and integrated strategies.
• Build long-term client relationships and generate referrals.
• Collaborate with peers to deliver comprehensive planning and investment management.

Skills

CFP licensed

Series 7 & 66

FINRA registrations

Relationship management

Wealth planning

Client-focused

Financial markets knowledge

Behavioral economics

Education

Bachelor’s Degree

CFP certification

Job description

Fidelity Investments in Houston, TX is seeking a Vice President, Wealth Planner to lead high-net-worth client relationships and deliver comprehensive wealth management strategies. You will develop personalized roadmaps, coordinate investment, tax, retirement and protection planning, and guide clients across generations.

You will work with a team of planners, apply advanced planning tools, and strive to grow client dedication, share of wallet, and referrals while upholding fiduciary standards and