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Wealth Management Planning Consultant - Houston, TX
Fidelity InvestmentsHouston, TX
Posted Oct 16, 2026
What you’d do
Supports Wealth Management Advisors in serving high-net-worth clients with investment, retirement, trust and estate, and asset allocation needs. Involves proactive client outreach, coordinating annual reviews, preparing for client meetings, and identifying opportunities to deepen relationships. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- Series 7 & 66 licensed
- State registrations
- Insurance license
- 5 years' financial services experience
- Bachelor's degree and/or CFP preferred
Our summary of the listing. The full listing has the details.