Current jobs related to Wealth Strategist - Houston, Texas - Fidelity TalentSource LLC
-
Wealth Strategist
2 weeks ago
Houston, Texas, United States Fidelity Investments Full timeJob Title: Wealth StrategistWe are seeking a highly skilled Wealth Strategist to join our team at Fidelity Investments. As a Wealth Strategist, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.About the RoleThis is a unique opportunity to work with a leading financial...
-
Wealth Strategist
2 weeks ago
Houston, Texas, United States Fidelity Investments Full timeJob Title: Wealth PlannerWe are seeking a highly skilled and experienced Wealth Planner to join our team at Fidelity Investments. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our valued clients.About the RoleThe Wealth Planner will be responsible for:Providing unbiased wealth planning...
-
Wealth Strategist
2 weeks ago
Houston, Texas, United States Corient Full timeUnlock Your Potential as a Wealth Advisor at CorientAt Corient, we're dedicated to empowering individuals and families to achieve their financial goals. As a Wealth Advisor, you'll play a vital role in helping our clients navigate the complexities of wealth management and achieve a secure financial future.Key Responsibilities:Develop and implement...
-
Wealth Strategist
1 month ago
Houston, Texas, United States Fidelity TalentSource LLC Full timeJob Description:We are seeking a highly skilled and experienced Wealth Planner to join our team. As a Wealth Planner, you will be responsible for providing personalized and dedicated financial planning services to our clients, helping them achieve their financial goals and build a secure financial future.The Expertise We're Looking For:Bachelor's degree in a...
-
Wealth Strategist
2 weeks ago
Houston, Texas, United States Fidelity Investments Full timeJob OverviewAs a Wealth Planner at Fidelity Investments, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial situations, provide personalized investment advice, and develop tailored financial plans to help them achieve their objectives.Key ResponsibilitiesProvide...
-
Senior Financial Strategist
6 days ago
Houston, Texas, United States Madison Professional Group- Financial Advisory Recruiters Full timeRole SummaryWe are seeking a highly skilled Senior Financial Strategist to join our team at Madison Professional Group. As a Senior Financial Strategist, you will be responsible for developing and executing comprehensive wealth management plans for our clients.Key Responsibilities:Build and Maintain Client RelationshipsDevelop and Execute Wealth Management...
-
UHNW Wealth Strategist
1 month ago
Houston, Texas, United States ECG Resources Full timeJob SummaryECG Resources is seeking a seasoned Relationship Manager to join our team and provide exceptional service to our UHNW clients. As a key member of our family office, you will be responsible for delivering sophisticated trust, estate, and wealth planning strategies, as well as various other family office services.Key ResponsibilitiesCollaborate with...
-
Senior Financial Strategist
2 weeks ago
Houston, Texas, United States Madison Professional Group- Financial Advisory Recruiters Full timeJob Summary:We are seeking a highly skilled and experienced Senior Financial Strategist to join our team at Madison Professional Group- Financial Advisory Recruiters. As a key member of our financial advisory team, you will be responsible for developing and implementing comprehensive wealth management plans for our clients.Key Responsibilities:Client...
-
Financial Strategist
2 weeks ago
Houston, Texas, United States Zions Bancorporation Full timeWealth Management OpportunityAt Zions Bancorporation, we are committed to delivering exceptional financial services to our clients. Our Wealth Management Team is a key part of this effort, providing comprehensive financial solutions to affluent individuals, families, and businesses.Job SummaryWe are seeking a dedicated Wealth Advisor to join our team in the...
-
Senior Financial Strategist
2 weeks ago
Houston, Texas, United States Madison Professional Group- Financial Advisory Recruiters Full timeJob Title: VP Financial PlannerMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled VP Financial Planner to join our team. As a key member of our financial services team, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty.Key...
-
Digital Marketing Strategist
2 weeks ago
Houston, Texas, United States Anthony J.P. Scire Full timeAbout Anthony J.P. ScireAnthony J.P. Scire is a world-renowned company dedicated to Personal Development, Leadership, and Wealth Creation. Our innovative educational products and events have positively impacted countless lives.We are a diverse team comprising coaches, personal trainers, educators, tradespeople, corporate sales experts, HR executives,...
-
Financial Planning Specialist
1 month ago
Houston, Texas, United States Frost Bank Full timeJob OpportunityAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Frost Bank. As a key member of our financial services team, you will play a critical role in supporting our clients' financial goals and objectives.Key Responsibilities:• Review and analyze financial plans to ensure quality and feasibility• Stay...
-
Private Banking Officer II
2 weeks ago
Houston, Texas, United States Frost Bank Full timeJob Title: Private Banking Officer IIFrost Bank is seeking a highly skilled Private Banking Officer II to join our team. As a Private Banking Officer II, you will be responsible for developing and managing relationships with affluent clients, providing personalized financial advice, and identifying opportunities to grow our business.Key...
-
Wealth Strategist
4 months ago
Houston, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
Wealth Strategist
2 months ago
Job Summary:
We are seeking a highly skilled and experienced Wealth Strategist to join our team at Fidelity TalentSource LLC. As a Wealth Strategist, you will be responsible for providing comprehensive wealth management services to our clients, including financial planning, investment advice, and portfolio management.
Key Responsibilities:
- Develop and implement personalized financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
- Provide ongoing investment advice and portfolio management services to clients, including asset allocation, investment selection, and portfolio rebalancing.
- Build and maintain strong relationships with clients, understanding their financial needs and goals, and providing exceptional customer service.
- Stay up-to-date with market trends, economic conditions, and regulatory changes, and communicate this information to clients in a clear and concise manner.
- Collaborate with other professionals within the organization to provide comprehensive wealth management services to clients.
Requirements:
- 5+ years of experience in financial services, including financial planning, investment advice, and portfolio management.
- Series 7, 63, 65, 66, and insurance licenses required.
- CFP or other advanced financial planning certifications a plus.
- Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
- Excellent customer service and relationship-building skills, with the ability to work with clients from diverse backgrounds and financial situations.
What We Offer:
- A competitive salary and bonus structure.
- A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
- Opportunities for professional growth and development, including training and education programs.
- A dynamic and supportive work environment, with a team of experienced professionals.
Language Code: en-US
