VP, Wealth Management Advisor - Houston, TX

Fidelity Investments • Houston, TX

1d

About The Position

The Wealth Management Advisor is a senior-level position responsible for building deeper client connections by developing comprehensive financial plans and wealth strategies focused on clients’ future goals and cash-flow needs. Plans use sound and efficient savings, investment, and tax strategies. The advisor implements wealth management, trust, and estate planning for individuals while maintaining outstanding service to drive client loyalty.

Private Wealth Management combines retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. The advisor works with a dedicated team of specialists to help clients define long-term goals and develop strategies to achieve them. The team provides personalized, comprehensive solutions tailored to evolving financial needs, including investment strategies, ongoing portfolio reviews, and financial plans aligned with retirement, tax, estate, and wealth-preservation objectives. In partnership with financial planning, investment, and service professionals, the group delivers an integrated client experience, fosters long-term relationships, and drives business growth.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve during the rollout. The transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• At least 12 years of financial services experience, including complex planning and sophisticated product offerings.
• Sound understanding of the Broker/Dealer and RIA marketplace.
• Bachelor’s degree required.
• Ability to implement key elements of the wealth-planning process, including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance.
• Expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products.
• Strong communication skills and executive presence.
• Successful experience building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs.
• Entrepreneurial spirit and ability to collaborate across an organization to achieve results.
• Fidelity will not provide immigration sponsorship for this position.

Responsibilities

• Develop comprehensive financial plans and wealth strategies focused on clients’ future goals and cash-flow needs.
• Implement savings, investment, and tax strategies.
• Implement wealth management, trust, and estate planning for individuals.
• Build, articulate, execute, and manage multi-generational financial plans to address complex investment and tax needs.
• Develop investment strategies and conduct ongoing portfolio reviews.
• Align financial plans with retirement, tax, estate, and wealth-preservation objectives.
• Work with financial planning, investment, and service professionals to deliver an integrated client experience.
• Maintain outstanding client service to drive loyalty, foster long-term relationships, and support business growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior