Financial Advisor

2 days ago

Houston, United States Fidelity Investments 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 Expertise We’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 Purpose of 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 Skills You 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 Value You 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 Impacts the 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

This position will be based in the Biltmore Investor Center in Arizona.

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—we 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. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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.

We welcome those with experience in jobs such as Accounts Receivable Clerk, Accounting Assistant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

  • Financial Advisor

    1 month ago

    houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    1 month ago

    Houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Financial Advisor

    1 month ago

    houston, United States Prudential Financial Full time

    We are looking for Experienced Advisors to join our Team in Texas.You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients.Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we...

  • Associate Financial Advisor

    1 month ago

    Houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    1 month ago

    houston, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Associate Financial Advisor

    1 month ago

    Houston, TX, United States Financial Synergies Wealth Advisors Full time

    Company DescriptionFinancial Synergies Wealth Advisors is a fee-only Financial Advisor and Wealth Management firm based in Houston, Texas. With over thirty years of experience, we provide holistic financial planning and investment management services to individuals, families, and businesses globally. Our focus is on Simplifying Your Financial Life and...

  • Financial Advisor

    1 month ago

    houston, United States Augustine Talent Group Full time

    Financial Advisor - HoustonAs a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm support. The firm is a wholly-owned...

  • Financial Advisor

    1 month ago

    Houston, United States Augustine Talent Group Full time

    Financial Advisor - HoustonAs a full-service wealth and investment services firm, our Client offers a dynamic, entrepreneurial culture where experienced financial advisors can enhance established practices by leveraging an open product architecture, diverse in-house resources and expertise, and an exceptional level of firm support. The firm is a wholly-owned...

  • Financial Aid Advisor

    5 months ago

    Houston, United States Universal Technical Institute Full time

    Financial Aid Advisor Job Locations US-TX-Houston ID 2024-6120 Type Regular Employee Overview The Financial Aid Advisor delivers on our commitment of Service Excellence by building rapport, delivering clear and accurate information, offering effective solutions, and maintaining contact with students,...

  • Financial Advisor Senior

    2 months ago

    Houston, United States First Horizon Advisors, Inc. Full time

    Location: On site at location listed in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a ‘Best in Class’ culture, then you have found your home with...

  • Personal Financial Advisor

    1 month ago

    houston, United States Clouds Talent Group Full time

    Clouds Talent Group is thrilled to be partnering with Wellby Financial to find a top performing personal finance advisor to support their continued growth efforts.The Personal Financial Advisor will provide financial advice to clients based on knowledge of investment and tax strategies, securities, insurance, pension plans, and real estate. The Wellby...

  • Personal Financial Advisor

    1 month ago

    Houston, United States Clouds Talent Group Full time

    Clouds Talent Group is thrilled to be partnering with Wellby Financial to find a top performing personal finance advisor to support their continued growth efforts.The Personal Financial Advisor will provide financial advice to clients based on knowledge of investment and tax strategies, securities, insurance, pension plans, and real estate. The Wellby...

  • Financial Advisor Trainee

    3 weeks ago

    Houston, United States Raymond James Full time

    Description Job Summary: Through distance learning, apprenticeship and training at the firms international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully...

  • Application Fulfillment Specialist

    1 week ago

    Houston, Texas, United States Covr Financial Technologies Full time

    Job Title:Application Fulfillment Specialist - Covr Financial TechnologiesAbout the Role:We are seeking a skilled Application Fulfillment Specialist to join our team at Covr Financial Technologies. In this role, you will be responsible for facilitating insurance applications for clients through their financial advisors.Key Responsibilities:Communicate with...

  • Financial Services Professional: Career Launchpad

    1 week ago

    Houston, Texas, United States Strategic Financial Group Full time

    Transforming Financial FuturesAt Strategic Financial Group, we're on a mission to empower individuals and families to achieve their financial aspirations. As a Financial Services Professional, you'll play a pivotal role in shaping the futures of our clients.We're seeking a dynamic and results-driven individual to join our team. If you're passionate about...

  • Financial Success Consultant

    1 week ago

    Houston, Texas, United States Meron Financial Agency Full time

    Empower Your Financial FutureWe are a leading firm dedicated to helping individuals and businesses achieve their financial goals. As a Life Insurance Advisor at Meron Financial Agency, you will have the opportunity to make a meaningful impact on people's lives while enjoying work-life balance.About UsMeron Financial Agency is a client-centric organization...

  • Life Insurance Case Manager

    1 week ago

    Houston, Texas, United States Covr Financial Technologies Full time

    Job Overview:Covr Financial Technologies is seeking a highly skilled Life Insurance Case Manager to join our team. This role will be responsible for providing exceptional customer service, managing case progress, and ensuring a seamless experience for our clients.Key Responsibilities:Monitor term case progress, track down requirements, and provide ongoing...

  • Strategic Financial Advisor

    1 week ago

    Houston, Texas, United States Willis Johnson & Associates Full time

    At Willis Johnson & Associates, we are seeking a highly skilled and experienced Wealth Management Professional to lead our team of financial advisors. This is a fantastic opportunity for a seasoned professional to join our dynamic team and contribute to the success of our clients.About UsWe are a fast-growing, award-winning wealth management firm...

  • Senior Wealth Advisor

    2 weeks ago

    Houston, United States Mercer Advisors Inc Full time

    For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than 90 cities across the U.S. We are an...

  • Senior Wealth Advisor

    1 week ago

    Houston, United States Mercer Advisors Inc Full time

    For nearly 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating expertise in financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,200 families in more than 90 cities across the U.S. We are an...