Top 236 Vice president Jobs in Sugar Land, Tx

Vice President, Wealth Planner - Sugar Land, TX
Fidelity Investments —Sugar Land, TX
- Full-time
- 5 years
- Bachelor's degree
- Psychology
Vice President - Human Resources #4088
Tallgrass —Houston, TX
- $250,000 - $315,000 a year
- Full-time
- Background check
- Pass drug screening
- Office
- Health savings account
- Paid holidays
Quick Apply
VP/Executive Sales Director
Mobily LLC —Sugar Land, TX
- $175,000 - $190,000 a year
- Full-time
- Travel
- Senior level
- Leadership
Quick Apply
Vice President - Grid North America
Standex —Sugar Land, TX
- Full-time
- Bachelor's degree
- Experience equivalent to degree accepted
- Senior level
Quick Apply
Director/Vice President, Product Management - Villa Sport
Villa Sport —Houston, TX
- $176,100 - $200,000 a year
- Email
- Remote
- Hospitality
- Product management
- Agile
- 401(k) matching
Quick Apply
Vice President, Operations Excellence
The Brock Group —Houston, TX
- Full-time
- Writing skills
- 11+ years
- Office
Quick Apply
VP Talent Acquisition
Baylor Miraca Genetics Laboratories, LLC —Houston, TX
- Remote
- Travel
- Senior level
- Leadership
Quick Apply
Associate Vice President, Infrastructure & Operations
MD Anderson —Houston, TX
- $311,000 - $365,000 a year
- Full-time
- Hybrid work
- Azure
- Computer Science
- System design
- Health insurance
- Dental insurance
Associate Vice President, Total Rewards
MD Anderson —Houston, TX
- $311,000 - $365,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Psychology
- Business Administration
- Health insurance
- Dental insurance
Regional Vice President
Havenpark Communities —Houston, TX
- Full-time
- Remote
- Clean driving record
- Driver's License
- Continuous improvement
Quick Apply
14d
Vice President, Public Relations (Professional Services)
Interdependence —Houston, TX
- Remote
- Mentoring
- Senior level
- Leadership
- Paid parental leave
- Paid holidays
Quick Apply
Assistant Vice President, Life & Retirement Pricing
Horace Mann —Stafford, TX
- $124,200 - $175,800 a year
- Full-time
- Analysis skills
- Continuous improvement
- Children
Quick Apply
Vice President/Associate Director, Clearing & Execution Sales Originator
Macquarie Group Limited —Houston, TX
- Full-time
- 5 years
- Business development
- Presentation skills
- Paid parental leave
- Health savings account
Vice President of Field Operations
Suffolk Construction Company, Inc. —Houston, TX
- Full-time
- Construction site
- Engineering
- 11+ years
- Commuter assistance
- Fuel card
VP, Customer Development and Growth
Summit Utilities Inc —Texas
- Full-time
- Remote
- 7 years
- Residential
- Business Administration
- Health insurance
- Vision insurance
Quick Apply
Vice President of Operations
Avenue 360 Health and Wellness —Houston, TX
- Full-time
- 5 years
- Bachelor's degree
- Organizational skills
Quick Apply
VP, Services Delivery (Partnerships), North America
Dayforce —Houston, TX
- $196,000 - $350,000 a year
- Full-time
- 11+ years
- Bachelor's degree
- Senior level
Quick Apply
Vice President Customer Experience
Visual Comfort & Co. —Houston, TX
- $218,000 - $225,000 a year
- Weekends as needed
- Marketing
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Regional Vice President Property Management
WGP Property Management LLC —Houston, TX
- $150,000 a year
- Full-time
- Remote
- Background check
- Clean driving record
- 7 years
- Paid parental leave
- Health savings account
Quick Apply
8d
EVP, Fundraising Strategy & Operations
American Cancer Society —Houston, TX
- $206,000 - $270,000 a year
- Weekends as needed
- Remote
- Bachelor's degree
- Conflict management
- Organizational skills
- Health insurance
- Dental insurance

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Vice President, Wealth Planner - Sugar Land, TX

Fidelity Investments -
Sugar Land, TX

Apply Now

Job Details

Full-time

Qualifications

Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Wealth Planner

Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.

The Wealth Planner focuses on 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.

The Expertise We’re Looking For

Bachelor’s Degree highly preferred

CFP highly preferred

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.

Required: 3-5 years of financial planning experience, 5+ years preferred

Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)

The Purpose of Your Role

As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.

The Skills You Bring

Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families

Experience with and/or knowledge of behavioral economics and family psychology

Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)

Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance

Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals

Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)

Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.

Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment

Ambitious spirit and the ability to work collaboratively across an organization to achieve results

Tech savvy, embraces and integrates technology to run a planning practice

Excellent team member and leadership skills

Note: Fidelity will not provide immigration sponsorship for this position.

The Value You Deliver

You are helping families grow, manage, and protect their assets by:

Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity

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

Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer

Driving loyalty, share of wallet, and referrals from existing customers

Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning

How Your Work Impacts the Organization

As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

vice president jobs in sugar land, tx

Vice President, Wealth Planner - Sugar Land, TX

Vice President - Human Resources #4088

VP/Executive Sales Director

Vice President - Grid North America

Director/Vice President, Product Management - Villa Sport

Vice President, Operations Excellence

VP Talent Acquisition

Associate Vice President, Infrastructure & Operations

Associate Vice President, Total Rewards

Regional Vice President

Vice President, Public Relations (Professional Services)

Assistant Vice President, Life & Retirement Pricing

Vice President/Associate Director, Clearing & Execution Sales Originator

Vice President of Field Operations

VP, Customer Development and Growth

Vice President of Operations

VP, Services Delivery (Partnerships), North America

Vice President Customer Experience

Regional Vice President Property Management

EVP, Fundraising Strategy & Operations

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