Fidelity Investments
Sugar Land, Texas
Vice President, Wealth Planner - Sugar Land, TX
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Apply to Vice President, Wealth Planner - Sugar Land, TX at Fidelity InvestmentsJob details
- Location
- Sugar Land, Texas
- Work type
- Onsite
- Posted
- Jul 6, 2026
- Apply on
- jobs.fidelity.com
About this role
Requires 5+ years in financial services or related fields, 3–5 years in financial planning, Series 7 and 66 licenses, strong wealth planning, investment management, client relationship, sales, and technology skills.
What you'll do at Fidelity Investments:
- advising clients
- building plans
- implementing strategies
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