Wealth Advisor: Retirement Planning for High-Net-Worth

Soteria Reinsurance Ltd.; The Woodlands, Northern (TX, KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Top compensation package

Excellent benefits

Job summary

Fidelity Investments in The Woodlands, TX is seeking a Financial Consultant to serve high-net-worth clients, deliver tailored wealth management solutions, and expand the client base using Fidelity’s open architecture platform.

You will work onsite, build trusted relationships, and guide clients through investment strategies and retirement planning with support from a top-tier team and resources. A CFP is preferred, with tuition reimbursement available.

Qualifications

• Strong understanding of financial markets and the ability to simplify complex concepts for high-net-worth clients.
• Extensive knowledge of investment products and wealth management strategies.
• Ability to grow client base by presenting suitable investment solutions and collaborating with partners.

Responsibilities

• Manage face-to-face client relationships in the Investor Center.
• Provide investment guidance and retirement planning strategies tailored to clients’ goals.
• Educate clients on technology and channels to monitor and manage investments.

Skills

Financial markets knowledge

Client relationship building

Investment product knowledge

Explain complex concepts

Collaborate with partners

Education

FINRA Series 7/63/65/66

CFP preferred

Tools

Open architecture platform

Job description

Fidelity Investments in The Woodlands, TX is seeking a Financial Consultant to serve high-net-worth clients, deliver tailored wealth management solutions, and expand the client base using Fidelity’s open architecture platform.

You will work onsite, build trusted relationships, and guide clients through investment strategies and retirement planning with support from a top-tier team and resources. A CFP is preferred, with tuition reimbursement available.