Financial Consultant

4 days ago


Houston, Texas, United States Fidelity Investments Full time
Key Responsibilities:

As a Financial Consultant at Fidelity Investments, you will play a vital role in helping clients achieve their financial goals. Your expertise will be instrumental in providing personalized investment guidance and building long-lasting relationships with customers.

Key Skills:

  • Deep understanding of financial markets and ability to simplify complex concepts
  • Remarkable knowledge of investment products and ability to introduce clients to different strategies
  • Excellent interpersonal skills and ability to mentor and support clients
  • Ability to work collaboratively with multiple business partners to craft an exceptional customer experience

Benefits:

  • Opportunity to make a meaningful impact in the lives of clients through deepening relationships and complex financial planning
  • Chance to work with a well-rounded team of professionals and access to top resources and tools in the industry
  • Competitive compensation package with excellent benefits

About Fidelity:

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.

What We Offer:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. We offer flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.

How to Apply:

We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer and welcomes those with experience in jobs such as Bilingual Customer Service, Billing, Cost, and Rate Clerk, and Controller and others in the Accounting and Finance to apply. We will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.


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