Financial Services Professional

4 weeks ago


Houston, Texas, United States Fidelity Investments Full time
Job Overview

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 and investment advice to clients, including retirement planning, wealth management, and portfolio management.
  • Develop and implement customized financial plans and investment strategies for clients, taking into account their individual needs and goals.
  • Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their financial needs are met.
  • Stay up-to-date with market trends and economic conditions, making informed recommendations to clients and providing guidance on investment opportunities.
  • Collaborate with other financial professionals to develop and implement new financial products and services.
Requirements
  • 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.
What We Offer

We offer a competitive compensation package, including a base salary, bonus structure, and comprehensive benefits. You will also have access to ongoing training and professional development opportunities, as well as a collaborative and supportive work environment.

About Fidelity Investments

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Why 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.



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