Strategic Wealth Manager

4 days ago


Magnolia, Texas, United States Fidelity TalentSource LLC Full time

Job Summary:

We are seeking a highly skilled Strategic Wealth Manager to join our team at Fidelity Investments. In this role, you will be responsible for helping families grow, manage, and protect their assets through personalized financial planning and investment expertise.

About the Role:

  • You will provide unbiased wealth planning and investment advice across a range of financial planning needs.
  • You will use sophisticated planning software to build, analyze, and deliver personalized plans for clients.
  • You will guide and implement financial plans into appropriate solutions based on client goals.
  • You will foster deep, trusted, and long-term relationships with clients across generations.

Responsibilities:

  1. Develop and implement comprehensive wealth management plans for clients.
  2. Provide ongoing guidance and support to clients to help them achieve their financial goals.
  3. Collaborate with internal teams to ensure seamless execution of client plans.
  4. Stay up-to-date with industry trends and best practices in wealth management.

Requirements:

  • Bachelor's degree in a related field or equivalent experience.
  • At least 5 years of experience in financial services or a related field.
  • Proven track record of delivering results in wealth management.
  • Excellent communication and interpersonal skills.

What We Offer:

  • A competitive salary of $120,000 - $150,000 per year, depending on experience.
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off.
  • Ongoing training and professional development opportunities.
  • A collaborative and dynamic work environment.


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