Wealth Management Planning Consultant - Houston, TX

Fidelity • Houston, TX

1d

About The Position

The Wealth Management Planning Consultant strengthens client relationships and delivers an exceptional experience to Fidelity’s sophisticated and valued clients. Working 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 supports clients’ long-term financial goals through proactive communication, personalized service, and collaboration across teams.

The consultant is part of Fidelity’s Private Wealth Management team, which develops integrated strategies to protect, grow, and transfer client assets and support the long-term objectives of sophisticated clientele.

Requirements

• Series 7 and Series 66 licenses, with appropriate state registrations.
• Five years of financial services experience.
• Exceptional interpersonal and communication skills, including the ability to engage with clients by telephone and face to face.
• Ability to provide personalized, high-touch service and build trusted client relationships.
• Demonstrated expertise addressing complex client inquiries and providing tailored wealth management solutions.
• Ability to thrive in a dynamic, collaborative environment and work effectively across teams.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

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

Responsibilities

• Conduct proactive client outreach and coordinate annual reviews.
• Prepare for and support client meetings.
• Respond to a broad range of planning and service inquiries, including complex client questions.
• Identify opportunities to deepen client relationships through asset consolidation and additional wealth management solutions.
• Partner with Wealth Management Advisors and collaborate across teams to deliver client-focused outcomes.
• Monitor and review client portfolios for alignment with investment objectives, portfolio guidelines, and regulatory requirements.

What This Job Offers

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