Wealth Management Planning Consultant – Texas Hill Country

Fidelity Investments

. Strengthen client relationships and deliver an exceptional experience to sophisticated and valued clients .

Posted 10/16/2026full-timeSan Antonio • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management strategies, client relationship building, and tailored financial solutions. Proficient in addressing complex client inquiries while ensuring alignment with investment objectives and regulatory requirements.

Highest-signal resume keywords

Series 7 LicenseSeries 66 LicenseInsurance License5 Years Financial Services ExperienceCFP® Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth Management StrategiesInvestment PlanningBrokerage ServicesRetirement PlanningAsset AllocationPortfolio MonitoringClient Portfolio ReviewFinancial Objectives AlignmentRegulatory Compliance

Soft Skills

Exceptional Interpersonal SkillsEffective Communication SkillsRelationship BuildingClient Service OrientationCollaborative Teamwork

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseInsurance LicenseCFP® Certification

Industry Keywords

Financial ServicesClient OutreachAnnual ReviewsWealth Management SolutionsInvestment Objectives

About the role

Key responsibilities & impact

Strengthen client relationships and deliver an exceptional experience to sophisticated and valued clients
Partner with Wealth Management Advisors to support investment, brokerage, retirement, income planning, trust and estate, and asset allocation needs
Conduct proactive client outreach
Coordinate annual reviews
Prepare for and support client meetings
Address planning and service inquiries
Identify opportunities for asset consolidation and additional wealth management solutions
Support clients’ long-term financial objectives through integrated wealth management strategies

Requirements

What you’ll need

Series 7 and Series 66 licenses
Insurance license required
5 years of Financial Services experience
Exceptional interpersonal and communication skills
Ability to engage effectively through telephone and face-to-face interactions
Passion for personalized, high-touch client service and trusted relationship building
Expertise addressing complex client inquiries and providing tailored wealth management solutions
Ability to work effectively in a dynamic, collaborative environment and across teams
Experience monitoring and reviewing client portfolios for alignment with investment objectives, portfolio guidelines, and regulatory requirements
Fidelity will not provide immigration sponsorship
Bachelor’s degree and/or professional certifications such as CFP® are preferred

Benefits

Comp & perks

Full-time onsite working model expectations are described; no specific compensation extras are stated