Client Relationship Financial Advisor

2 weeks ago

The Woodlands, United States Fidelity Investments Full time
Job Overview:

Utilizing your exceptional expertise and unwavering integrity, you will be the trusted advisor that clients rely on. Join a dedicated team that invests in your success with premier product offerings, advanced technology, and a leading investment platform. Here, you will cultivate enduring relationships with clients, providing them with confidence as you navigate wealth management and retirement planning solutions.

Key Qualifications:

  • FINRA Series 7 & 63 required prior to employment
  • Series 65 and/or 66 and state registrations must be obtained within 3 months of employment
  • Experience working with High Net Worth individuals
  • A CFP designation is preferred; if you do not possess one, our Tuition Reimbursement program can assist you in obtaining it

Your Role's Purpose:

We offer robust support through an open architecture product platform and top-tier resources in the financial sector, while you nurture relationships with an established client base. Your focus, motivational abilities, and leadership skills are essential as you provide tailored investment solutions to existing clients and aid in acquiring new ones.

Skills You Bring:

  • A profound understanding of financial markets, with the ability to simplify complex financial concepts while establishing rapport and trust with valued clients
  • Extensive knowledge of investment products
  • Capability to thoughtfully present various investment strategies to clients, facilitating the engagement of additional client assets through positive, client-focused discussions
  • Collaboration with diverse business partners to create an unparalleled customer experience that meets a wide array of investment needs

The Value You Provide:

  • By eliminating the need for cold calling and client sourcing, you can significantly impact your clients' lives through deepening relationships and comprehensive financial planning
  • Your integrity, insights, interpersonal skills, and meticulous planning empower you to guide and support clients in achieving their retirement objectives
  • Educating clients on the available technology and channels to effectively monitor, manage, and oversee their investments

Impact on the Organization:

In our Investor Center, you will engage directly with clients, offering mentorship and personalized planning while enhancing the firm's brand presence. Supported by Fidelity's open architecture, you will deliver comprehensive investment guidance and foster long-lasting relationships. We provide a well-rounded team of professionals, unlimited access to premier resources and tools in the industry, along with a competitive compensation package and excellent benefits. As you build relationships here, you will also be advancing your career.

Certifications Required:

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

Company Overview:

Fidelity Investments is a privately held firm dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

Join Us:

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively influences lives, including your own. Enjoy flexible benefits that support you throughout your career journey, enabling you to thrive both professionally and personally. Recognized as a top workplace, we provide a range of learning opportunities to help you develop the career you envision.

Fidelity's Work Model:

Our hybrid work model combines the advantages of remote work with essential in-person collaboration to meet both associate and business needs.

Commitment to Diversity:

Fidelity is an equal opportunity employer, committed to fostering a diverse workforce and an inclusive culture. We welcome applicants with disabilities and are prepared to make reasonable accommodations during the application or interview process.

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