Financial Advisor

3 days ago


The Woodlands, United States Fidelity TalentSource LLC Full time

Job Summary:

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 estate planning.
  • 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 ensure seamless delivery of financial services to clients.

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, but not required.

What We Offer:

  • A dynamic and supportive work environment with opportunities for professional growth and development.
  • A comprehensive compensation package, including competitive salary, bonuses, and benefits.
  • Access to cutting-edge technology and resources to help you succeed in your role.
  • A commitment to diversity, equity, and inclusion, with opportunities to make a positive impact in the community.

About Fidelity:

Fidelity Investments is a leading provider of financial services, with a mission to strengthen the financial well-being of our clients. We offer a range of products and services, including investment management, retirement planning, and wealth management. Our team is dedicated to providing exceptional service and support to our clients, and we are committed to making a positive impact in the community.

How to Apply:

If you are a motivated and experienced financial professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience. We look forward to hearing from you


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