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Monetary Strategy and Planning Consultant

1 month ago

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

Fidelity Investments is seeking a highly skilled Monetary Strategy and Planning Consultant to join our team. As a key member of our Investor Center, you will play a critical role in providing comprehensive investment guidance and building long-lasting relationships with our clients.

Key Responsibilities
  • Develop and implement personalized investment strategies for high net worth clients
  • Provide expert advice on financial planning and wealth management
  • Collaborate with clients to understand their financial goals and objectives
  • Stay up-to-date on market trends and regulatory changes to ensure clients receive the best possible advice
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
  • Opportunities for professional growth and development
  • A competitive compensation package with excellent benefits
  • Access to top resources and tools in the industry
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, and we're committed to building a diverse and inclusive workplace culture.