VP, Wealth Management Advisor - Houston, TX

Fidelity • Houston, TX

1d

About The Position

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

Private Wealth Management combines retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working with a dedicated team of specialists, the advisor takes a personalized approach to helping clients define long-term goals and develop strategies to achieve them. The team provides comprehensive solutions tailored to changing financial needs and an integrated client experience in partnership with financial planning, investment, and service professionals, while fostering long-term relationships and business growth.

Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Current onsite requirements vary, and expectations may evolve; the transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Hiring and association may be restricted by applicable laws and regulations concerning certain criminal histories.

Requirements

• Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or be able to acquire Series 66 upon hire.
• Insurance license required.
• 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.
• Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products.
• Strong communication skills and executive presence.
• Extensive successful experience building, articulating, executing, and managing multigenerational financial plans to address complex investment and tax needs.
• Entrepreneurial spirit and ability to collaborate across an organization to achieve results.

Responsibilities

• Develop comprehensive financial plans and wealth strategies focused on clients’ future goals and cash flow needs.
• Implement wealth management, trust, and estate planning for individuals.
• Develop investment strategies and conduct ongoing portfolio reviews.
• Align financial plans with retirement, tax, estate, and wealth preservation objectives.
• Work in partnership with financial planning, investment, and service professionals to deliver an integrated client experience.
• Foster long-term client relationships, promote client loyalty, and drive business growth.

What This Job Offers

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