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Financial Advisory Consultant

2 months ago

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

Utilizing your exceptional expertise and unwavering integrity, you will be a trusted resource for clients. Join a dedicated team that prioritizes your professional growth through comprehensive product offerings, advanced technology, and a premier investment platform. In this role, you will cultivate long-lasting relationships with clients, providing them with reassurance as you guide them through wealth management and retirement planning.

Key Qualifications:

  • FINRA Series 7 & 63 required prior to employment
  • Series 65 and/or 66 and state registrations required within 3 months of employment
  • Experience working with High Net Worth clients
  • A CFP designation is preferred; if not held, our Tuition Reimbursement program can assist you in obtaining it

Your Role's Purpose:

We offer robust support through an open architecture product platform and premier resources in the financial sector, while you nurture relationships with an established client base. Your focus, motivational skills, and leadership qualities will be essential as you provide tailored investment solutions to existing clients and assist in attracting new customers.

Skills You Will Bring:

  • A profound understanding of financial markets, with the ability to simplify complex financial concepts while establishing rapport and credibility with valued clients
  • Extensive knowledge of investment products
  • Capability to thoughtfully introduce clients to various investment strategies and consolidate additional client assets through engaging, client-focused discussions
  • Collaboration with multiple business partners to create an unparalleled customer experience and meet a wide range of investment needs

The Value You Provide:

  • With no time spent on cold calling or sourcing new clients, you will make a significant impact in clients' lives by deepening relationships and engaging in complex financial planning
  • Your integrity, insights, interpersonal skills, and meticulous planning will enable you to mentor and support clients as they pursue their retirement objectives
  • Educating clients on the technology and channels available to them for better monitoring, maintaining, and managing their investments

Impact on the Organization:

In our Investor Center, you will engage directly with clients, offering mentorship and personalized planning while enhancing the firm's brand presence. Supported by Fidelity's open architecture, you will provide comprehensive investment guidance and foster enduring relationships. We will equip you with a well-rounded team of professionals, unlimited access to top-tier resources and tools in the industry, and a competitive compensation package with excellent benefits. As you build relationships, you will also be advancing your career.

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Company Overview:

Fidelity Investments is committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

Join Us:

At Fidelity, you will discover numerous opportunities to build a meaningful career that positively influences lives, including your own. We provide flexible benefits that support you at every career stage, empowering you to thrive both professionally and personally. Recognized as a top workplace, we value diverse backgrounds and offer various learning opportunities to help you achieve your career aspirations.

Commitment to Inclusion:

Fidelity is an equal opportunity employer, dedicated to fostering a diverse workforce through a culture of inclusion and belonging. We are committed to accommodating applicants with disabilities who require adjustments during the application or interview process.