Vice President, Wealth Planner - Sugar Land, TX

About the Role

As a Wealth Planner, you will focus 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 for generations to come. You will serve as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity, providing unbiased wealth planning and investment expertise across a range of financial needs.

Responsibilities

• Provide personalized and dedicated financial planning integrated with investment management to clients.
• Build, analyze, and deliver personalized wealth management plans using sophisticated planning software.
• Guide and implement financial plans into appropriate solutions based on client goals.
• Foster deep, trusted, and long-term relationships across generations to help families navigate life stages and wealth transfer.
• Drive client loyalty, share of wallet, and referrals from existing customers.
• Collaborate with peers and demonstrate teamwork through methodology sharing to foster a culture of planning.
• Communicate factors impacting markets and present regular investment updates to clients and associates.
• Develop and execute wealth management strategies for new and existing clients through fee-based services (discretionary and non-discretionary investment management).

Requirements

• Bachelor’s Degree highly preferred.
• CFP (Certified Financial Planner) highly preferred.
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire.
• 5+ years of industry experience in financial services or a related field (10+ years preferred).
• 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 experience in financial planning engagements and implementing solutions (e.g., financial plans delivered, asset consolidation, retention).

Skills

• Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families.
• Experience with behavioral economics and family psychology.
• Deep experience in executing integrated wealth planning processes, including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance.
• Established knowledge of investment and portfolio management theory, accounting, financial principles, and investment strategies.
• Experience with a full range of investment products (e.g., equity and fixed income portfolios, separately managed accounts).
• Successful sales history in fiduciary planning and asset management, with the ability to thrive in a high-volume, priority-driven environment.
• Tech-savvy, with a focus on integrating technology into planning practices.
• Strong teamwork and leadership skills.

Work Environment

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

• Certified Financial Planner® (CFP®)
• FINRA Series 7
• FINRA Series 66