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Vice President, Wealth Planner - Houston, TX (River Oaks/Highland Village)

Fidelity InvestmentsHouston, TX

Posted Oct 12, 2026

What you’d do

Serve as a trusted adviser to high-net-worth clients, building personalized financial roadmaps and delivering integrated wealth planning and investment strategies. Full time in Houston; no immigration sponsorship available. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

  • Bachelor's degree highly preferred
  • CFP highly preferred
  • Active FINRA Series 7 & 66, or ability to acquire Series 66
  • 5+ years financial services experience
  • 3-5 years financial planning experience

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