Wealth Management Advisor

1 week ago

Houston, Texas, United States Fidelity Investments Full time
Position Overview:

As a trusted advisor, your exceptional expertise and unwavering integrity will inspire confidence in our clients. Join a dedicated team that prioritizes your growth through innovative product offerings, advanced technology, and a premier investment platform. Here, you will cultivate enduring relationships with clients, providing them with reassurance as you navigate wealth management and retirement planning.

Key Qualifications:

  • FINRA Series 7 & 63 required prior to employment
  • Series 65 and/or 66 and state registrations must be obtained within three 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 comprehensive 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 skills, and leadership qualities will be essential as you deliver tailored investment solutions to existing clients and facilitate the acquisition of new customers.

Skills You Bring:

  • A profound understanding of financial markets, with the ability to simplify complex financial concepts while establishing rapport and credibility with valued clients
  • Extensive knowledge of investment products
  • Capability to thoughtfully introduce clients to various investment strategies and consolidate additional client assets through engaging, client-centered discussions
  • Collaboration with multiple business partners to create an unparalleled customer experience and address a broad spectrum 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 will enable you to mentor and support clients in achieving their retirement objectives
  • Educating clients on the technology and resources available to them for better monitoring, management, and handling of 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 reach. Supported by Fidelity's open architecture, you will provide holistic investment guidance and foster long-lasting relationships. We will equip you with a well-rounded team of professionals, unlimited access to industry-leading resources and tools, and a competitive compensation package with outstanding 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 committed 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 for managing their clients' assets.

Join Us:

At Fidelity, you will discover countless opportunities to build a meaningful career that positively influences lives, including your own. Our flexible benefits support you throughout every stage of your career, empowering you to thrive both professionally and personally. Recognized as a top workplace, we value a diverse workforce and are committed to fostering an inclusive culture.

Fidelity's work model combines the advantages of remote work with in-person collaboration to meet both associate and business needs. We are dedicated to maintaining a safe environment for our associates and clients in a heavily regulated industry.

Fidelity is an equal opportunity employer, and we encourage applicants from diverse backgrounds to apply.

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