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Wealth Management Specialist

4 weeks ago


Magnolia, Texas, United States Fidelity TalentSource LLC Full time

As a Wealth Planner at Fidelity Investments, you will be responsible for 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 generations to come.

Key responsibilities include:

  • Providing unbiased wealth planning and investment expertise, strategies, and advice across a range of financial planning needs
  • Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
  • Guiding and implementing financial plans into the appropriate solutions based on client goals

A successful Wealth Planner will have a proven track record of financial planning engagements and implementing solutions, as well as experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals.

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future, and we provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.