Financial Consultant

1 week ago

The Woodlands, United States Fidelity TalentSource LLC Full time



Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The\u00A0Expertise\u00A0We re Looking For

  • FINRA Series 7 & 63 required prior to hire
  • Series 65 and/or 66 and state registrations required within 3 months of hire
  • Experience with High Net Worth clients
  • A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The\u00A0Purpose\u00A0of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The\u00A0Skills\u00A0You Bring

  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
  • Remarkable knowledge of investment products
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client s broad range of investment needs

The\u00A0Value\u00A0You Deliver

  • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
  • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

How Your Work\u00A0Impacts\u00A0the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity s open architecture, you re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career





Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

  • Financial Consultant

    6 days ago

    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will work closely with clients to understand their financial goals and develop personalized investment strategies to help them achieve their objectives. With your expertise and guidance, clients will be able to make informed...

  • Financial Advisor

    3 days ago

    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Summary:We are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will be responsible for providing expert financial guidance and advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive financial planning...

  • Personal Banker I

    2 weeks ago

    The Woodlands, United States BOK Financial Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Personal Banker I to join our team at BOK Financial Corporation Group. As a Personal Banker I, you will be responsible for delivering exceptional client experiences, building long-term relationships, and providing consultative conversations to existing and prospective clients.Key...

  • Financial Consultant

    3 days ago

    The Villages, Florida, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust and respect.Key Responsibilities:Provide...

  • Personal Banker I

    6 days ago

    The Woodlands, United States BOK Financial Full time

    Job SummaryBOK Financial is seeking a Personal Banker I to provide exceptional client experiences and build long-term relationships with our clients. As a key member of our banking team, you will be responsible for delivering consultative conversations to existing and prospective clients, assessing their financial needs, and offering bank products and...

  • Financial Consultant

    4 weeks ago

    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    4 weeks ago

    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    3 months ago

    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    4 months ago

    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    3 weeks ago

    The Woodlands, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Personal Banker I

    3 weeks ago

    The Woodlands, United States BOK Financial Full time

    Job SummaryBOK Financial is seeking a highly motivated and customer-focused Personal Banker I to join our team. As a Personal Banker I, you will be responsible for delivering exceptional client experiences, building long-term relationships, and providing consultative conversations to existing and prospective clients.Key ResponsibilitiesProvide consultative...

  • Senior Consultant, Executive Compensation

    4 weeks ago

    The Woodlands, United States Meridian Compensation Partners, LLC Full time

    About the Senior Consultant, Executive Compensation RoleJoin Meridian’s dynamic consulting team as a Senior Consultant, Executive Compensation. You’ll play a pivotal role in shaping executive compensation strategies and governance practices across diverse industries. You’ll be at the forefront of collaborating with our Partners, Principals, and...

  • Senior Consultant, Executive Compensation

    2 months ago

    The Woodlands, United States Meridian Compensation Partners, LLC Full time

    About the Senior Consultant, Executive Compensation RoleJoin Meridian’s dynamic consulting team as a Senior Consultant, Executive Compensation. You’ll play a pivotal role in shaping executive compensation strategies and governance practices across diverse industries. You’ll be at the forefront of collaborating with our Partners, Principals, and...

  • Personal Banker I- Retail

    3 weeks ago

    The Woodlands, United States BOK Financial Full time

    Req ID: 75563 Location: Woodlands -WDLND Areas of Interest: Consumer Banker Pay Transparency Salary Range: Not Available Application Deadline: 10/18/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc....

  • Financial Accountant for Tax Consulting

    4 weeks ago

    Saybrook-on-the-Lake, United States Nexus Enterprises Full time

    About the RoleWe are seeking a highly skilled Financial Accountant to join our team at Nexus Enterprises. As a Financial Accountant, you will be responsible for creating and maintaining accurate financial records, preparing financial statements, and ensuring compliance with tax laws and regulations.Key ResponsibilitiesPrepare and review financial statements,...

  • Executive Compensation Strategist

    4 weeks ago

    The Woodlands, United States Meridian Compensation Partners, LLC Full time

    About the RoleWe are seeking a highly skilled Executive Compensation Strategist to join our team at Meridian Compensation Partners, LLC. As a key member of our consulting team, you will play a pivotal role in shaping executive compensation strategies and governance practices across diverse industries.Key Responsibilities:Develop and implement comprehensive...

  • Tax Senior Associate

    1 month ago

    The Woodlands, United States Gpac Full time

    A leading accounting firm in the United States is seeking a highly motivated and experienced Tax Senior to join their team at GPAC. This stable and growing firm offers its clients valuable knowledge and expertise in tax consulting and compliance.Key Responsibilities:Oversee a team of highly motivated staff and provide guidance and support to ensure...

  • Senior Civil Engineer

    2 weeks ago

    The Woodlands, United States WGA Consulting Engineers Full time

    Job Title: Graduate EngineerWGA Consulting Engineers is a Texas-based professional consulting firm that has experienced steady growth in a competitive market. Our expansion is a result of our strong commitment to our clients, providing them with the highest quality of work and service. We built our practice on the foundational beliefs that creative design...

  • Tax Specialist for Payroll and Financial Accounting

    2 weeks ago

    Woodlands, United States Skyline Innovations Full time

    About the RoleWe are seeking a highly skilled Tax Specialist to join our team at Skyline Innovations. As a key member of our team, you will be responsible for providing expert tax advice and services to our clients.Key ResponsibilitiesPrepare annual financial statements and tax returns for our clientsProvide business consulting services to our clients,...

  • Project Engineer

    1 month ago

    the woodlands, United States WGA Consulting Engineers Full time

    WGA is a Texas-based professional consulting firm that was founded in 2007, WGA has experienced steady growth in a competitive market. This expansion is a result of our strong commitment to our clients providing them with the highest quality of work and service. We built our practice on the foundational beliefs that creative design drives successful...