Vice President, Wealth Management Advisor Greater Houston, TX Area

The Company is seeking a Wealth Management Advisor to join their team. The successful candidate will be responsible for building and maintaining deep client relationships by developing and implementing comprehensive financial plans and wealth strategies. This senior-level role requires a focus on future goals and cash flow needs, with an emphasis on savings, investment, and tax strategies. The Wealth Management Advisor will also be involved in trust and estate planning, and must be dedicated to providing a high level of service to ensure client loyalty. Applicants for this position at The Company should be FINRA Series 7 & 66 licensed, or have the ability to acquire Series 66 upon hire, and must have a minimum of 12 years' of financial service experience, including complex planning and sophisticated product offerings. A strong understanding of the Broker/Dealer and RIA marketplace is essential, as is a Bachelor's degree and the ability to implement key elements of the wealth planning process. The role demands demonstrated expertise in portfolio management, financial principles, investment strategies, and global markets, as well as strong communication skills and executive presence. The ideal candidate will have a proven track record in multi-generational financial planning and a collaborative, entrepreneurial spirit.

Hiring Company

Fidelity Investments