Vice President, Wealth Planner - Houston, TX (Highland Village)

Fidelity(5 days ago)

HybridFull TimeSenior$65,000 - $95,000Sales

About this role

A Wealth Planner at Fidelity develops personalized wealth management and financial planning strategies for families with significant assets, focusing on building long-term, trusted relationships across generations. The role involves advising clients on various financial needs, integrating investment management with comprehensive planning, and fostering loyalty and referrals.

View Original Listing

Required Skills

Financial Planning
Investments
Asset Management
Portfolio Management
Retirement Planning
Tax Strategies
Financial Analysis
Client Relations
Communication
Technology

Qualifications

Series 07 - FINRA
Series 66 - FINRA

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

View more jobs at Fidelity →