Wealth Planner

Fidelity Investments - Houston, TX

Full-time - Entry Level

Houston, TX

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Wealth Planner role at Fidelity Investments involves building long-term relationships with clients by providing expert guidance in wealth management and retirement planning. The position emphasizes integrity and knowledge, allowing planners to focus on nurturing existing client relationships while utilizing sophisticated technology and a premier investment platform to deliver tailored investment solutions.

Responsibilities

• Build long-term relationships with clients by providing wealth management and retirement planning strategies.
• Guide clients through complex financial planning and investment solutions.
• Educate clients on available technology and channels for monitoring their investments.
• Collaborate with multiple business partners to enhance customer experience and meet diverse investment needs.
• Mentor and support clients in achieving their retirement goals.

Requirements

• FINRA Series 7 & 63 required prior to hire.
• Series 65 and/or 66 and state registrations required within 3 months of hire.
• Experience with High Net Worth clients is essential.
• A CFP is preferred; tuition reimbursement is available for obtaining it.

Nice-to-haves

• Strong interpersonal skills to build rapport with clients.
• Ability to simplify complex financial concepts for clients.

Benefits

• Flexible benefits that support career stages.
• Top compensation package with excellent benefits.
• Tuition reimbursement for obtaining CFP certification.