Wealth Management Planning Consultant - Houston, TX

Fidelity Investments • Houston, TX

2d • Onsite

About The Position

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.

Requirements

• Series 7 & 66 licensed and hold appropriate state registrations
• 5 years’ Financial Services experience
• 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

Nice To Haves

• Bachelor’s degree and/or professional certifications (e.g., CFP®)

Responsibilities

• Proactive client outreach
• Coordinating annual reviews
• Preparing for and supporting client meetings
• Addressing a wide range of planning and service inquiries
• Identifying opportunities to deepen client relationships through asset consolidation and additional wealth management solutions
• Monitoring and reviewing client portfolios to ensure alignment with investment objectives, portfolio guidelines, and regulatory requirements

What This Job Offers

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