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Wealth Management Advisor

2 months ago

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

With your exceptional expertise and unwavering integrity, we recognize that clients place their confidence in you. Become part of a team that also invests in your growth through essential product and service offerings, advanced technology, and a premier investment platform. Here, you will cultivate enduring, dedicated relationships with clients, providing them with reassurance as you navigate them through wealth management and retirement planning strategies.

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 with High Net Worth clientele
  • A CFP designation is preferred; if you do not possess your CFP, our Tuition Reimbursement program can assist you in obtaining it

Your Role's Purpose:

We provide comprehensive support with an open architecture product platform and premier resources in the financial sector, while you foster relationships with an established client base. Your strong focus, motivational abilities, and leadership traits are essential as you deliver suitable investment solutions to current clients and assist in acquiring new customers.

Skills You Bring:

  • You possess a profound understanding of financial markets and can effectively simplify intricate financial concepts while establishing rapport and credibility with valued clients
  • Extensive knowledge of investment products
  • Ability to thoughtfully introduce clients to various investment strategies and consolidate additional client assets through engaging, client-focused discussions
  • Collaborating with diverse business partners enables you to create an unparalleled customer experience and meet a wide array of investment needs

The Value You Provide:

  • By eliminating the need for cold calls and client sourcing, you can significantly impact your clients' lives through deepening relationships and intricate financial planning
  • Your integrity, insights, interpersonal skills, and meticulous planning empower you to mentor and support clients as they strive to achieve their retirement objectives
  • Educating clients on the technology and channels available to them for better monitoring, maintenance, and management of their investments

Impact on the Organization:

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

Certifications:

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. We support companies and non-profit organizations in providing benefits to their employees. Additionally, we offer institutions and independent advisors investment and technology solutions to help manage their clients' funds.

Join Us:

At Fidelity, you will discover endless opportunities to develop a meaningful career that positively influences people's lives, including your own. You can benefit from flexible options that support you throughout every stage of your career, empowering you to thrive both professionally and personally. Recognized with a Glassdoor Employees' Choice Award, we have been acknowledged by our employees as a top 10 Best Place to Work. You do not need a finance background to succeed at Fidelity—we provide a variety of learning opportunities to help you build the career you have always envisioned.

Work Model:

Fidelity's working model combines the advantages of remote work with maximizing in-person collaboration to meet both associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period.

Commitment to Integrity:

At Fidelity, we prioritize honesty, integrity, and the safety of our associates and clients within a highly regulated industry. Certain roles may necessitate candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will be required to complete a background investigation and may be asked to provide additional documentation as necessary. This investigation encompasses criminal, civil litigations, regulatory reviews, employment, education, and credit history, depending on the role.

We invite you to explore your potential at Fidelity Investments, an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to cultivate a lasting culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who require adjustments to participate in the application or interview process.