Wealth Management Planning Consultant – Texas Hill Country

Fidelity Investments

. Build strong, personal relationships with clients .

Posted 9/15/2026full-timeSan Antonio • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client relationship management and financial services, with a focus on delivering exceptional customer service and supporting complex client needs. Proficient in compliance adherence and strategic asset management to achieve long-term client objectives.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseFinancial Services ExperienceInterpersonal Communication SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset AllocationTrust and Estate PlanningIncome and Retirement PlanningMutual Fund InquiriesHigh Net Worth Product Development

Soft Skills

Extraordinary Interpersonal SkillsCollaborationDynamic Work Environment Adaptability

Certifications & Qualifications

CFP Certification

Industry Keywords

Compliance GuidelinesClient Contact StrategyClient ReviewsFinancial Consultant SupportAsset Consolidation

About the role

Key responsibilities & impact

Build strong, personal relationships with clients
Provide the highest level of customer service to Fidelity's sophisticated and valued clients
Directly support the Advisor's efforts to increase and develop the business
Handle inbound calls and emails from a book of clients and collaborate on customer communications
Respond to mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, and income and retirement planning needs
Partner with the Advisor and implement a structured client contact strategy
Encourage annual client reviews
Identify opportunities for asset consolidation, High Net Worth product development, and sophisticated product offerings
Conduct basic guidance preparation discussions supporting client strategies developed by the Financial Consultant
Assist with pre- and post-guidance appointments
Make follow-up calls to understand client meeting objectives and prepare for future appointments
Support clients' long-term objectives through integrated strategies to protect, grow, and transfer assets

Requirements

What you’ll need

FINRA Series 7 and Series 66 licenses and appropriate state registrations, OR ability to acquire Series 66 upon hire
Financial Services experience; five years recommended
Degree and/or professional certifications such as CFP are helpful
Extraordinary interpersonal communication skills via telephone and face-to-face consultations
Ability to address unique and complex client service requests
Ability to work in a dynamic and collaborative environment
Ensure portfolios remain in accordance with compliance guidelines
Fidelity will not provide immigration sponsorship for this position
Subject to applicable laws and regulations concerning criminal histories

Benefits

Comp & perks

Full-time onsite working model expectations, subject to phased regional and role-based rollout