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Senior Wealth Management Advisor

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 150000 - 210000 USD Yearly USD 150000.00 210000.00 YEAR
Job Description & How to Apply Below

Fidelity's Wealth Management Advisor role in Houston seeks a senior professional to develop comprehensive financial plans and wealth strategies. The position emphasizes implementing wealth planning, trust and estate planning for individuals while delivering outstanding service.

The candidate will bring FINRA licenses or ability to obtain Series 66, 12+ years of experience, and deep knowledge of the Broker/Dealer and RIA landscape to drive multi-generational planning and client loyalty.

Are you ready to take on the Senior Wealth Management Advisor role at Soteria Reinsurance Ltd.?

As a Senior Wealth Management Advisor, you will play an important part at Soteria Reinsurance Ltd. in Houston, TX, United States.

We invite applications for the Senior Wealth Management Advisor position located in Houston, TX, United States.

The following opportunity is for a Senior Wealth Management Advisor with Soteria Reinsurance Ltd.

Position Requirements
10+ Years work experience
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