Current jobs related to Investment Consultant - Austin - Fidelity Investments
-
Investment Property Consultant
1 week ago
Austin, Texas, United States Sands Investment Group Full timeSands Investment Group (SIG) is a rapidly expanding real estate brokerage recognized for its exceptional growth and innovation in the industry. We are currently looking for driven and ambitious Investment Property Consultants to become part of our vibrant and cooperative team.What SIG Offers: A collaborative company culture focused on teamwork and community...
-
Junior Investment Consultant
4 weeks ago
Austin, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Title: Junior Investment ConsultantJob Overview: The Junior Investment Consultant will assist in providing investment advice and support to clients by analyzing investment options, market trends, and portfolio performance. This role is ideal for someone with a strong interest in investment management, a keen analytical mind,...
-
Investment Solutions Consultant
7 days ago
Austin, Texas, United States Charles Schwab Full timeYour OpportunityThe Specialized Relationships Group (SRG) operates within the Investor Services Branch Network and is dedicated to catering to clients across diverse segments through both dedicated and collaborative relationship frameworks. The Schwab Financial Solutions Branch, part of SRG, employs a high-scale relationship model focused on serving Mass...
-
Alternative Investment Consultant
6 days ago
Austin, United States Charles Schwab Full timeYour Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's Wealth and Advice Solutions (WAS) organization is building and delivering an industry-leading wealth management experience. WAS'...
-
Investment Consultant
2 months ago
Austin, United States Fidelity TalentSource LLC Full timeJob Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...
-
Financial Investment Consultant
7 days ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionPosition Title: Investment AdvisorOverview:As an Investment Advisor, you will deliver professional investment counsel to clients, guiding them in the development and oversight of their investment portfolios. Your role will involve analyzing market dynamics, evaluating clients' financial circumstances, and proposing tailored investment...
-
Financial Investment Consultant
7 days ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionJob Title: Investment AdvisorPosition Overview:As an Investment Advisor, you will deliver specialized investment guidance to clients, assisting them in constructing and overseeing their investment portfolios. Your role will involve evaluating market dynamics, understanding clients' financial circumstances, and proposing tailored investment...
-
Investment Strategy Consultant
7 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Venture Capital AdvisorSummary: In the role of Venture Capital Advisor, you will utilize your knowledge and experience to influence and support investment strategies, cultivate partnerships with innovative startups, and spearhead initiatives for strategic growth. Your collaboration with portfolio companies and investment teams will be...
-
Investment Strategy Consultant
7 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Venture Capital AdvisorRole Summary: As a Venture Capital Advisor at AugmentJobs, you will utilize your extensive knowledge to influence and support investment choices, cultivate connections with innovative startups, and propel strategic growth initiatives. Collaborating closely with portfolio firms and investment teams, you will...
-
Investment Advisor
7 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition Title: Financial ConsultantRole Summary:As a Financial Consultant, you will deliver specialized financial guidance and craft tailored financial strategies for clients. Your role will involve evaluating clients' financial conditions, suggesting investment opportunities, and assisting them in reaching their financial aspirations. It is...
-
Austin, Texas, United States Charles Schwab Full timeYour Opportunity The Specialized Relationships Group (SRG) is an integral part of the Investor Services Branch Network, dedicated to serving clients across diverse segments through both dedicated and collaborative relationship models. The Schwab Financial Solutions Branch operates within SRG, focusing on a high-scale relationship model aimed at assisting...
-
Investment Advisor
7 days ago
Austin, Texas, United States augmentjobs Full timeJob DescriptionJob Title: Financial ConsultantPosition Overview:As a Financial Consultant, you will deliver specialized financial guidance to clients, assisting them in navigating their financial landscape, strategizing for future objectives, and realizing their monetary aspirations. You will evaluate clients' financial circumstances, craft tailored...
-
Investment Advisor
7 days ago
Austin, Texas, United States augmentjobs Full timeJob OverviewPosition: Financial ConsultantRole Summary:As a Financial Consultant, you will deliver specialized financial guidance to clients, assisting them in navigating their financial landscape, preparing for future needs, and realizing their monetary aspirations. You will evaluate clients' financial circumstances, craft tailored strategies, and suggest...
-
Investment Advisor
7 days ago
Austin, Texas, United States augmentjobs Full timePosition OverviewJob Title: Investment AdvisorThe Investment Advisor offers customized financial counsel and support to clients, assisting them in reaching their financial aspirations. This position entails evaluating clients' financial circumstances, crafting detailed financial strategies, and suggesting investment alternatives. The Investment Advisor also...
-
Investment analyst
3 weeks ago
Austin, United States American Campus Communities Full timeJob Title: Financial Analyst - Investments Department: Management Services Employment Type: Full Time Location: Corporate Description: This is an entry-level Financial Analyst position. Critical Duties: Provide detailed analytical and financial Excel modeling for development and acquisition opportunities, valuation of existing real estate assets, and other...
-
Investment analyst
2 months ago
Austin, United States American Campus Communities Full timeTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily Bachelor's degree in Finance, Economics, or other related field and / or equivalent combination of education and experience Detailed data and financial analysis Real estate valuation methodologies and metrics Mathematical concepts including net present...
-
Investment Associate
7 days ago
Austin, Texas, United States augmentjobs Full timePosition OverviewJob Title: Venture AssociateAs a Venture Associate at AugmentJobs, you will play a crucial role in supporting our venture capital team in the identification, assessment, and management of investments in nascent startups. Your responsibilities will encompass conducting comprehensive market analysis, evaluating business frameworks, and aiding...
-
Client Investment Advisor
7 days ago
Austin, Texas, United States Fidelity Investments Full timeFinancial Advisory Consultant at Fidelity InvestmentsIf you are dedicated to enhancing clients' financial well-being, this position is tailored for you. Join a distinguished team at Fidelity Investments, where the emphasis is on fostering significant relationships with clients rather than mere transactions. As a Financial Advisory Consultant, you will have...
-
Investment Analyst
3 months ago
Austin, United States Oasis Management Company Ltd. Full timeOasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds, fellow shareholders in the companies in which we invest, and members of the communities in which we operate. We seek to grow strong companies, create lasting change, and benefit all stakeholders. Our employee’s passion and commitment to their work...
-
Lead Investment Strategist
1 week ago
Austin, Texas, United States BOK Financial Full timePosition Overview:The Lead Investment Strategist is responsible for overseeing intricate investment portfolios for a diverse range of significant fiduciary accounts and investment agency relationships, exercising broad strategic authority within established investment policy frameworks.Key Responsibilities:1. Engage with both new and existing clients,...
![Fidelity Investments](https://media.trabajo.org/img/noimg.jpg)
Investment Consultant
2 months ago
Job Description:
Investment Consultant
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We're Looking For
Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA
Category:
Sales
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
#J-18808-Ljbffr