Wealth Management Planning Consultant - Texas Hill Country (Austin/San Antonio, TX)

Fidelity • San Antonio, TX

12h

About The Position

The Wealth Management Planning Consultant strengthens client relationships and delivers an exceptional experience to Fidelity’s most sophisticated and valued clients. In partnership with Wealth Management Advisors, the consultant provides comprehensive support for investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs. The role includes proactive client outreach, coordinating annual reviews, preparing for and supporting client meetings, responding to planning and service inquiries, and identifying opportunities to deepen relationships through asset consolidation and additional wealth management solutions. Success requires collaboration, proactive communication, and a commitment to helping clients achieve long-term financial goals.

The consultant supports the Private Wealth Management team in providing appropriate financial strategies and helping protect, grow, and transfer clients’ assets in an integrated way. Using a dynamic and customized approach, the role supports the long-term objectives of sophisticated clientele.

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 as the rollout continues; the transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position. Applicable securities and financial regulations may restrict Fidelity from hiring or associating with individuals with certain criminal histories.

Requirements

• Series 7 and Series 66 licenses.
• Insurance license.
• Five years of financial services experience.
• Exceptional interpersonal and communication skills, including the ability to engage effectively by telephone and face to face.
• Passion for personalized, high-touch service and building trusted client relationships.
• Demonstrated expertise in addressing complex client inquiries and providing tailored wealth management solutions.
• Ability to thrive in a dynamic, collaborative environment and work effectively across teams.
• Experience monitoring and reviewing client portfolios for alignment with investment objectives, portfolio guidelines, and regulatory requirements.

Nice To Haves

• Bachelor’s degree and/or professional certifications such as CFP®.

Responsibilities

• Strengthen client relationships and deliver an exceptional experience to sophisticated and valued clients.
• Partner with Wealth Management Advisors to support clients’ investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs.
• Conduct proactive client outreach and coordinate annual reviews.
• Prepare for and support client meetings.
• Address planning and service inquiries, including complex client inquiries, and provide tailored wealth management solutions.
• Identify opportunities to deepen client relationships through asset consolidation and additional wealth management solutions.
• Monitor and review client portfolios to ensure alignment with investment objectives, portfolio guidelines, and regulatory requirements.
• Collaborate and communicate proactively across teams to deliver client-focused outcomes and support clients’ long-term financial goals.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed