Financial Advisor at Fidelity

2 months ago


Austin, Texas, United States Fidelity Investments Full time

Financial Advisor at Fidelity Investments

Are you driven by the desire to enhance clients' financial well-being? This position offers a unique opportunity to join Fidelity Investments, a leader in the financial services industry, where the emphasis is on cultivating substantial relationships with clients rather than merely executing transactions. As a Financial Advisor, you will craft customized financial strategies utilizing a diverse range of products and services, ensuring that the specific needs of your clients are addressed.

Your Key Responsibilities:

  • Engaging clients in comprehensive financial discussions and delivering tailored recommendations using Fidelity's advanced tools
  • Leveraging technology to streamline client meetings and manage follow-up actions
  • Proactively connecting with clients to discern their objectives and referring them to wealth management specialists as appropriate
  • Holding the required licenses and certifications, or demonstrating a commitment to obtain them promptly

Essential Qualifications and Skills:

  • In-depth understanding of investment products and the ability to effectively educate clients
  • Exceptional interpersonal and communication abilities, coupled with a proactive mindset
  • Strong consultative skills and the capacity to excel in a dynamic work environment

What We Provide:

At Fidelity Investments, we prioritize our team members and offer a competitive compensation package along with extensive benefits. We ensure comprehensive training and support at all levels to facilitate your success in this role. Your contributions will have a direct influence on clients' financial choices, empowering them to achieve a more secure future.

Please be aware that this position necessitates an onsite presence.


  • Financial Advisor

    4 weeks ago


    Austin, Texas, United States SNI Financial Full time

    Join SNI Financial as a Financial AdvisorSNI Financial has partnered with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor. This is an exciting opportunity for a motivated and entrepreneurial individual to build a successful book of business and align custom investment solutions with clients to help them...


  • Austin, Texas, United States Fidelity Investments Full time

    Financial Advisory Consultant at Fidelity InvestmentsIf you are dedicated to enhancing clients' financial well-being, this position is tailored for you. Join a distinguished team at Fidelity Investments, where the emphasis is on fostering significant relationships with clients rather than mere transactions. As a Financial Advisory Consultant, you will have...


  • Austin, Texas, United States Fidelity Investments Full time

    Job Title: National Licensed Financial Consultant CCAbout the Role:We are seeking a highly skilled National Licensed Financial Consultant CC to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage face-to-face with clients, providing mentorship and personalized planning to help them achieve their financial goals.Key...

  • Investment Consultant

    4 weeks ago


    Austin, Texas, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity TalentSource LLC is seeking a skilled Investment Consultant to join our team. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.About the Role:In this role, you will be responsible for developing customized financial plans using...

  • Financial Advisor

    2 weeks ago


    Austin, Texas, United States Atria Wealth Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team at University Federal Credit Union. As a Financial Advisor, you will be responsible for providing expert financial and retirement planning services to our members, non-members, and employees.Key ResponsibilitiesConduct webinars, seminars, and workshops on financial and...

  • Investment Consultant

    1 month ago


    Austin, Texas, United States Fidelity TalentSource LLC Full time

    Job Opportunity:Investment Consultant Role Fidelity Investments is a leading financial services company that empowers individuals to achieve their financial goals. As an Investment Consultant, you will play a critical role in helping clients make informed investment decisions that align with their values and objectives.The Purpose of Your Role You will work...


  • Austin, Texas, United States REAP Financial Full time

    Paraplanner Job DescriptionAt REAP Financial Group, we're seeking a skilled Paraplanner to join our team of financial advisors. As a Paraplanner, you'll play a crucial role in supporting our advisors in servicing prospects and clients, preparing for meetings, conducting investment research, and making preliminary financial planning recommendations.Key...

  • Investment Consultant

    3 weeks ago


    Austin, Texas, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled and motivated Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for clients...


  • Austin, Texas, United States Edward Jones Full time

    About the Role:We are seeking a highly skilled Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our financial advisors to provide personalized investment and financial solutions to clients.Key Responsibilities:Gather information and collect suitability to deeply understand clients'...

  • Investment Consultant

    4 weeks ago


    Austin, Texas, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.Key ResponsibilitiesDevelop customized financial plans for clients using Fidelity's planning tools and...


  • Austin, Texas, United States SNI Financial Full time

    Financial Advisor OpportunitySNI Financial is partnering with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor.The ideal candidate will provide financial planning support to clients, align custom investment solutions to help them achieve their long-term financial goals, and build a successful book of...


  • Austin, Texas, United States REAP Financial Full time

    Paraplanner Job DescriptionAt REAP Financial Group, we're seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial advisors in servicing prospects and existing clients.Key Responsibilities:Conduct research on financial products and services to provide recommendations to our...


  • Austin, Texas, United States REAP Financial Full time

    Client Service SpecialistAt REAP Financial Group, we're dedicated to empowering families to reimagine what matters most. As a Client Service Specialist, you'll play a vital role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.Key Responsibilities:Process new business...

  • Investment Consultant

    1 month ago


    Austin, Texas, United States Fidelity Investments Full time

    About the RoleWe are seeking a skilled Investment Consultant to join our team at Fidelity Investments. As an Investment Consultant, you will work directly with clients to help them make informed investment decisions that align with their financial goals.Key ResponsibilitiesDevelop customized financial plans for clients using Fidelity's planning tools and...


  • Austin, Texas, United States Bronson Kinkade Consulting Full time

    Job OverviewAt Bronson Kinkade Consulting, we're seeking a skilled Senior Financial Advisor to join our team. As a key member of our sales team, you'll be responsible for introducing financial products to individuals seeking more information.Key ResponsibilitiesDevelop and maintain relationships with clients to understand their financial needs and...


  • Austin, Texas, United States University Federal Credit Union Full time

    Job SummaryThe Financial Advisor provides members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a broad range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and...


  • Austin, Texas, United States Advisor Employee Services Full time

    Job Title: Client Service AdministratorWe are seeking a highly organized and detail-oriented Client Service Administrator to join our team at Advisor Employee Services. As a Client Service Administrator, you will play a critical role in providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Provide...


  • Austin, Texas, United States First Command Financial Services Full time

    Join Our Team of Financial AdvisorsAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Advisor, you'll play a critical role in providing expert guidance and support to our clients.Key Responsibilities:Partner with local military organizations and units to engage with the military...


  • Austin, Texas, United States LPL Financial Holdings, Inc. Full time

    Summer 2025 Business Development InternshipLPL Financial Holdings, Inc. is seeking a highly motivated and organized individual to join our Business Development team as a Summer 2025 Intern. As a Business Development Intern, you will play a critical role in helping to drive lead flow into our recruitment teams, increasing sales, and building relationships...

  • Branch Leader

    4 days ago


    Austin, Texas, United States Fidelity TalentSource LLC Full time

    Job Summary:We are seeking a highly skilled and experienced Branch Leader to join our team at Fidelity Investments. As a Branch Leader, you will be responsible for leading a team of successful licensed associates in one of our 200 investor centers across the country.About the Role:In this role, you will partner with the Vice President, Branch Leader to...