Monetary Strategy and Planning Consultant

4 weeks 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 financial planning and advisory services to clients
  • Collaborate with cross-functional teams to deliver exceptional client experiences
  • Stay up-to-date on industry trends and regulatory requirements

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 cutting-edge technology and resources

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

Why Join Us:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. We offer flexible benefits, a hybrid working model, and a culture of inclusion and belonging.



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