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

Fidelity Investments • San Antonio, TX

2d

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 across 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 is part of Fidelity’s Private Wealth Management team, which develops integrated financial strategies to protect, grow, and transfer clients’ assets. The role supports the long-term objectives of sophisticated clients through a dynamic, customized approach.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite requirements vary by role and location and may evolve as the rollout continues; the transition does not apply to fully remote roles.

Requirements

• Series 7 and Series 66 licenses.
• Insurance license.
• 5 years of financial services experience.
• Exceptional interpersonal and communication skills, including the ability to engage effectively by telephone and face-to-face.
• Ability to deliver 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.
• 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

• Provide comprehensive client support across 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 a wide range of client planning and service inquiries.
• 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 with Wealth Management Advisors and teams to support clients’ long-term financial goals.

What This Job Offers

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