VP, Wealth Management Advisor – Texas Hill Country

Fidelity Investments

. Drive deeper client relationships by developing comprehensive financial plans and wealth strategies .

Posted 9/16/2026full-timeSan Antonio • Texas • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing comprehensive financial plans and wealth strategies, with a strong focus on investment strategies, estate planning, and multi-generational wealth management. Proven ability to build and maintain deep client relationships while navigating complex financial landscapes.

Highest-signal resume keywords

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseBachelor's DegreeFinancial Service Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementInvestment StrategyEstate PlanningTax StrategyPortfolio ManagementFinancial PlanningCash Flow AnalysisGenerational Wealth TransferComplex PlanningInvestment Products

Soft Skills

Client Relationship BuildingCollaborative WorkEntrepreneurial Spirit

Certifications & Qualifications

Insurance Licenses

Industry Keywords

Broker/Dealer MarketplaceRIA MarketplaceFinancial PrinciplesWorld Markets

About the role

Key responsibilities & impact

Drive deeper client relationships by developing comprehensive financial plans and wealth strategies
Implement wealth management, trust, and estate planning for individuals
Build deep relationships with clients and their families across life stages and generational wealth transfer
Develop comprehensive wealth and financial plans addressing savings, investment, tax strategy, future goals, and cash flow needs
Drive loyalty, share of wallet, referrals, and outside acquisition opportunities
Analyze and create investment strategies for trust and wealth management customers
Consistently revise account objectives to address retirement cash flow, tax minimization, and estate planning
Coordinate with financial planning associates, investment managers, and service support representatives
Help clients protect, grow, and transfer assets through integrated retirement, investment, tax, and estate planning strategies

Requirements

What you’ll need

Series 7, 63, 65, 66 required prior to hire
Insurance licenses must be obtained within 6 months of hire
Minimum 12 years of financial service experience, including complex planning and sophisticated product offerings
Sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required
Knowledge of portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and investment products
Extensive and successful experience building, articulating, executing, and managing multi-generational financial plans
Entrepreneurial spirit and ability to work collaboratively across an organization
Subject to regulatory restrictions related to certain Criminal Histories

Benefits

Comp & perks

Fidelity’s onsite working model is transitioning to full-time onsite through a phased rollout across regions and roles