Highly Compensated Financial Solutions Specialist

2 weeks ago


Houston, Texas, United States Fidelity TalentSource LLC Full time

Company Overview:

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 to help invest their clients' money.

A Competitive Salary and Benefits:

We offer an estimated salary of $65,000 - $90,000 per year, depending on experience, along with a range of 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.

About Your Role:

We are seeking a Financial Consultant who will engage face-to-face with customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. As a key member of our Investor Center team, you will build long-term, dedicated relationships with clients by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

Your Key Responsibilities:

  • You will require FINRA Series 7 & 63 prior to hire and Series 65 and/or 66 and state registrations within 3 months of hire.
  • You will need experience working with High Net Worth clients and a CFP is preferred but not required, with tuition reimbursement available to obtain it.
  • You will demonstrate a deep understanding of financial markets, effectively simplifying complex financial concepts while building rapport and credibility with valued clientele.
  • You will be able to thoughtfully introduce clients to different investment strategies, bringing together additional client assets while engaging in positive, client-centered discussions.

The Value You Deliver:

  • You will no longer spend time on cold calls and sourcing new clients, making an impact in the lives of your clients through deepening relationships and complex financial planning.
  • Your integrity, insights, interpersonal skills, and meticulous planning will allow you to mentor and support your customers as they look to reach their retirement goals.
  • You will educate customers on the technology and channels available to them to better monitor, maintain, and handle their investments.

How Your Work Impacts the Organization:

Working in our Investor Center, you will be part of a well-rounded team of professionals, backed by Fidelity's open architecture, providing comprehensive investment guidance and sustaining long-lasting relationships. With a top compensation package and excellent benefits, you will form lasting connections here, also building your career.

This position will be based in the Biltmore Investor Center in Arizona. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process.



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