Senior Investment Advisor
1 week ago
We are seeking a skilled and experienced Senior Investment Advisor to join our team at Fidelity TalentSource LLC. As a Senior Investment Advisor, you will play a critical role in helping clients achieve their financial goals by providing expert investment advice and guidance.
About the RoleThis is a unique opportunity to work with a reputable company like Fidelity, where you can leverage your skills and experience to make a real impact on people's lives. As a Senior Investment Advisor, you will be responsible for developing and implementing customized financial plans that meet the specific needs of our clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, including investment strategies and portfolio management.
- Analyze client data and market trends to provide informed investment recommendations.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives.
- Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
- Bachelor's degree in Finance, Economics, or a related field.
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred.
- At least 3 years of experience in investment advisory services, with a proven track record of success.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
Fidelity offers a competitive total rewards package, including a stable base salary, training programs, and opportunities for career advancement. As a Senior Investment Advisor, you can expect to earn an estimated salary of $85,000 - $120,000 per year, depending on your level of experience and qualifications.
-
Investment Consultant
2 weeks ago
the woodlands, 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 Services Professional
1 week ago
the woodlands, United States Fidelity TalentSource LLC Full timeJob Title: Financial Services Professional - Investment Solutions ExpertAbout the 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...
-
Investment Consultant
2 weeks ago
the woodlands, 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...
-
the woodlands, 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...
-
Full time CMA
3 weeks ago
The Woodlands, United States LCS Senior Living Full timeWhen you work at The Village at The Woodlands Waterway, you have a front-row seat to the amazing life stories of the wisest people on earth. What's more, you are part of an extraordinary company - one that's investing in the future of senior living by investing in you. Don't just do a job. Be part of an extraordinary life! The Village is recruiting for a...
-
Full time CMA
2 hours ago
The Woodlands, United States LCS Senior Living Full timeWhen you work at The Village at The Woodlands Waterway, you have a front-row seat to the amazing life stories of the wisest people on earth. What's more, you are part of an extraordinary company - one that's investing in the future of senior living by investing in you. Don't just do a job. Be part of an extraordinary life!The Village is recruiting for a...
-
Senior Consultant, Executive Compensation
3 weeks ago
The Woodlands, United States Meridian Compensation Partners, LLC Full timeAbout 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
4 months ago
The Woodlands, United States Meridian Compensation Partners, LLC Full timeAbout 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...
-
the woodlands, United States Meridian Compensation Partners, LLC Full timeAbout 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...
-
the woodlands, United States Meridian Compensation Partners, LLC Full timeAbout 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...
-
Certified Financial Planner
1 month ago
The Woodlands, United States Talently Recruiting Full timeJob Title: Certified Financial Planner / CFPLocation: The Woodlands, TXSalary: $125K-$185K DOE + bonus + benefitsSkills: Certified Financial Planner / CFP / Wealth PlannerAbout Company / Opportunity:We are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor...
-
Certified Financial Planner
1 month ago
the woodlands, United States Talently Recruiting Full timeJob Title: Certified Financial Planner / CFPLocation: The Woodlands, TXSalary: $125K-$185K DOE + bonus + benefitsSkills: Certified Financial Planner / CFP / Wealth PlannerAbout Company / Opportunity:We are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor...
-
Certified Financial Planner
4 weeks ago
The Woodlands, United States Talently Recruiting Full timeJob Title: Certified Financial Planner / CFPLocation: The Woodlands, TXSalary: $125K-$185K DOE + bonus + benefitsSkills: Certified Financial Planner / CFP / Wealth PlannerAbout Company / Opportunity:We are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor...
-
Certified Financial Planner
1 month ago
the woodlands, United States Talently Recruiting Full timeJob Title: Certified Financial Planner / CFPLocation: The Woodlands, TXSalary: $125K-$185K DOE + bonus + benefitsSkills: Certified Financial Planner / CFP / Wealth PlannerAbout Company / Opportunity:We are looking for experienced Financial Advisor. Our top candidate will be team player and methodical business leader, working closely as a trusted advisor...
-
Senior Administrative Assistant
1 week ago
The Woodlands, United States Weaver Full timeThe Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of...
-
Fidelity Wealth Strategist
4 days ago
The Woodlands, United States Fidelity TalentSource LLC Full timeWealth Planner Role at FidelityThe new Wealth Planner role is designed for professionals passionate about helping clients achieve their comprehensive wealth strategies. As a trusted advisor, you will focus on building meaningful relationships with families by co-creating personalized planning and investment strategies.This role requires:Bachelor's Degree...
-
The Woodlands, TX, 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...
-
The Woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
Vice President, Wealth Planner
2 weeks ago
the woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
-
the woodlands, United States Fidelity TalentSource LLC Full timeJob Description:Wealth PlannerAre you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on driving deeper and meaningful...
