Vice President, Wealth Planner - Sugar Land, TX

Sales & Relationship Management

Time onsite: required to work in office

• Sugar Land, TX

• Sales & Relationship Management

Vice President

Series 66 - FINRA, Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA

Wealth Planner

Are you passionate about helping clients with comprehensive wealth strategies? Do you love to build deeper positive relationships? Are you interested in helping families navigate life stages? The new Wealth Planner role may be for you.

The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.

• Bachelor’s Degree highly preferred
• CFP highly preferred
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Required:
  
  5+ years industry experience in financial services or a related field, 10+ years preferred
• Required:
  
  3-5 years of financial planning experience, 5+ years preferred
• Proven track record of high client happiness and dedication (e.g., high NPS, retention)
• Proven track record of financial planning engagements and implementing solutions (e.g., financial plans, mentorship delivered, handling assets and retention)

As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long‑term relationships. You will provide personalized and dedicated relationships and financial planning that is integrated with investment management for our valued clients.

• Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
• Experience with and/or knowledge of behavioral economics and family psychology
• Consistent record of building wealth management plans and strategies with new and existing clients and prospects through fee‑based services (including both discretionary and non‑discretionary investment management)
• Deep experience executing and integrating the key elements of the wealth planning process, including cash flow analysis, investment strategy, retirement planning, income protection, asset protection, tax strategies, and family assistance
• Experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
• Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including equity and fixed income portfolios and separately handled accounts)
• Experience communicating factors impacting the markets and presenting regular investment updates to clients and associates
• Successful sales history in fiduciary planning and asset management and the ability to thrive in a high‑volume, challenging priority environment
• Ambitious spirit and collaborative approach to achieve results across the organization
• Tech savvy, embraces and integrates technology to run a planning practice
• Excellent team member and leadership skills

Note:

Fidelity will not provide immigration sponsorship for this position.

You are helping families grow, manage, and protect their assets by:

• Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
• Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
• Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
• Guiding and implementing financial plans into the appropriate solutions based on client goals
• Building a relationship‑based practice: fostering deep, trusted, and long‑term relationships across generations to help families navigate life stages and wealth transfer
• Driving loyalty, share of wallet, and referrals from existing customers
• Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning

As a Wealth Planner, your passion, expertise, and commitment to long‑standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalized and dedicated financial planning.

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.