Wealth Management Planning Consultant - Houston, TX

Fidelity; United States; On-site; USD 95,000 - 150,000; Full time

Job summary

Fidelity's Wealth Management Planning Consultant role strengthens relationships with Fidelity's most valued clients. In partnership with Wealth Management Advisors, this role provides comprehensive support across investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs.

Responsibilities include proactive client outreach, coordinating annual reviews, preparing for and supporting client meetings, addressing planning inquiries, and identifying opportunities

Qualifications

• Series 7 & 66 licenses or state registrations.
• 5 years of financial services experience.
• Bachelor's degree and/or CFP certification preferred.

Responsibilities

• Proactively reach out to clients and coordinate annual reviews.
• Prepare for and support client meetings with Wealth Management Advisors.
• Address a wide range of planning and service inquiries.
• Identify opportunities to deepen client relationships through asset consolidation and wealth management solutions.

Skills

Series 7 & 66 license

Financial services experience

Interpersonal skills

Client relationship building

Portfolio monitoring

Education

Bachelor's degree

CFP certification preferred

Job description

Fidelity will not provide immigration sponsorship for this position.

Note: Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

The Wealth Management Planning Consultant plays a key role in strengthening client relationships and delivering an exceptional experience to Fidelity's most sophisticated and valued clients. In partnership with Wealth Management Advisors, this role provides comprehensive support across investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs. Responsibilities include proactive client outreach, coordinating annual reviews, preparing for and supporting client meetings, addressing a wide range of planning and service inquiries, and identifying opportunities to deepen client relationships through asset consolidation and additional wealth management solutions. Success in this role requires strong collaboration, proactive communication, and a commitment to helping clients achieve their long-term financial goals.

The Expertise and Skills You Bring

• Series 7 & 66 licensed and hold appropriate state registrations
• 5 years' Financial Services experience
• Bachelor's degree and/or professional certifications (e.g., CFP®) are preferred
• Exceptional interpersonal and communication skills, with the ability to engage effectively through both telephone and face-to-face interactions
• Passion for delivering personalized, high-touch service and building trusted relationships with clients
• Demonstrated expertise in addressing complex client inquiries and providing tailored wealth management solutions
• Thrives in a dynamic, collaborative environment and works effectively across teams to deliver client-focused outcomes
• Experience monitoring and reviewing client portfolios to ensure alignment with investment objectives, portfolio guidelines, and regulatory requirements

The Team

Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long‑term objectives of our most sophisticated clientele.

Fidelity's Onsite Working Model

Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.