FinanceJobs.io
← Back to all jobs
Fidelity Investments

Financial Consultant

Fidelity Investments
Houston, TX Full time Posted 1d ago
Advisor Client Relations Client Service Financial Advisor Financial Advisory Financial Consulting Financial Planning Financial Services Relationship Management
Apply Now

Job Description

Join Fidelity Investments as a Financial Consultant in the Investor Center, supporting an existing client base through in-person planning and mentorship in Houston.

Responsibilities

  • Meet with clients face-to-face to provide mentorship and personalized planning
  • Build and nurture relationships with an existing client base
  • Identify client needs and recommend appropriate solutions
  • Introduce clients to different investment strategies and support the process of bringing together additional client assets
  • Participate in positive, client-centered discussions focused on delivering outcomes
  • Deliver an outstanding customer experience with a commitment to helping others thrive
  • Support efforts to expand the firm’s brand reach

Requirements

  • Proven success building relationships, uncovering needs, and recommending solutions
  • FINRA Series 7 & 66 licensed and holding the appropriate state registrations, or ability to acquire Series 66 upon hire
  • Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, Tuition Reimbursement can help you acquire one
  • Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets through positive, client-centered discussions
  • Coachable, collaborative, and curious working style
  • Commitment to an outstanding customer experience and a genuine drive to help clients succeed
  • Motivated by results, solution-focused, and proactive in meeting or exceeding customer expectations
  • Extensive knowledge of investment solutions

Onsite location

  • Houston, TX 77027 (onsite)

Benefits

  • Competitive total rewards package with a stable base salary
  • Training in-branch, regionally, nationally, and virtually
  • Open architecture product platform
  • Tuition Reimbursement program to help you acquire a CFP or degree

Certifications

  • Series 07 (FINRA)
  • Series 63 (FINRA)
  • Series 65 (FINRA)
  • Series 66 (FINRA)

Additional notes

  • Fidelity will not provide immigration sponsorship for this position

Fidelity onsite working model

  • Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles
  • Some roles and locations currently require 100% onsite; others require less
  • Onsite expectations may change as the rollout continues
  • This transition does not apply to fully remote roles

Category: Sales

Similar Jobs