Current jobs related to Monetary Strategy and Planning Consultant - Katy - Fidelity Investments

  • Indirect Tax Consultant

    2 weeks ago

    Katy, Texas, United States Merit Advisors, LLC Full time

    Position Title: Consultant / Senior Consultant, Transaction Tax Office Locations: Various locations Overview: Are you seeking a refreshing change from the conventional public accounting landscape? At Merit Advisors, LLC, our approach focuses on cultivating a robust team and fostering enduring relationships with our clients. We consistently compete with...

  • Apartment Leasing Consultant

    2 weeks ago

    Katy, Texas, United States Ascension Commercial Real Estate LLC Full time

    Job OverviewImmediate OpeningAscension Commercial Real Estate LLCPosition: Apartment Leasing ConsultantThe Apartment Leasing Consultant serves as the primary sales representative for the community, focusing on welcoming potential residents, showcasing the unique features and advantages of the property, and effectively securing lease agreements. This role...

  • Sales Consultant

    2 months ago

    Katy, United States Stand Strong Fencing of West Houston Full time

    Job DescriptionJob DescriptionJob Purpose    Learn and adopt Stand Strong Fence structured sales process and complete required training, present and sell the features and benefits of Stand Strong Fence products, continually prospect for new customers through networking, referrals, and effective follow-up and set and maintain the required number of...

  • Sales and Use Tax Consultant

    2 weeks ago

    Katy, Texas, United States Merit Advisors, LLC Full time

    Position Title: Consultant / Senior Consultant, Transaction Tax Office Locations: Various locations Overview: Are you seeking a refreshing change from the conventional public accounting environment? At Merit Advisors, LLC, we focus on cultivating a robust team and fostering enduring relationships with our clients. We engage in direct competition with larger...

  • RV Sales Consultant

    1 month ago

    Katy, United States Holiday World RV Full time

    Job DescriptionJob DescriptionRV Sales ConsultantHoliday World RV HOLIDAY WORLD RV is looking for dynamic individuals with a passion to make our customer’s dreams come true to join our RV Sales Team. The sky is the limit for a highly motivated, results-driven team player who wants to, not only close the sale but turn new buyers into lifetime customers. You...

  • RV Sales Consultant

    1 month ago

    Katy, United States Holiday World RV Full time

    Job DescriptionJob DescriptionRV Sales ConsultantHoliday World RV HOLIDAY WORLD RV is looking for dynamic individuals with a passion to make our customer’s dreams come true to join our RV Sales Team. The sky is the limit for a highly motivated, results-driven team player who wants to, not only close the sale but turn new buyers into lifetime customers. You...

  • Retail Sales Consultant

    2 weeks ago

    Katy, Texas, United States Chico's Full time

    POSITION SUMMARY:The Retail Sales Consultant plays a vital role in fostering a customer-centric sales environment, where our core values and guiding principles drive all store activities. This position is essential in ensuring an exceptional customer journey while maximizing profitability.KEY RESPONSIBILITIES:Sales Performance: Achieves company sales targets...

  • Energy Solutions Consultant

    2 weeks ago

    Katy, United States Navigate Power & Verde Solutions Full time

    Job DescriptionJob DescriptionDescription----- ENERGY SALES CONSULTANT -----                     (Remote - Katy)Navigate Power & Verde Solutions together are an industry leader in "full service" energy consulting. Navigate Power & Verde Solutions present a unique consultant experience by providing all-inclusive energy management plans for...

  • Financial Planning Analyst

    2 weeks ago

    Katy, Texas, United States Academy Sports + Outdoors Full time

    Join a company that values dedication, hard work, and professional growth.Position Overview:Qualifications:Bachelor's Degree in Finance, Accounting, Business Administration, or a related field is required.Experience:A minimum of three (3) years of relevant experience is essential.Prior experience in FP&A or Corporate Finance is highly desirable.Experience in...

  • Financial Planning and Analysis Manager

    2 days ago

    Katy, Texas, United States Ledge Lounger Inc Full time

    Job OverviewWe are seeking an experienced and dynamic Financial Planning and Analysis (FP&A) Manager to join our team at Ledge Lounger Inc.The FP&A Manager is responsible for overseeing the financial planning and analysis functions within the organization. This role involves working closely with senior management to develop financial strategies, forecasts,...

  • Financial Planning Analyst

    2 weeks ago

    Katy, Texas, United States Academy Sports + Outdoors Full time

    Join a dynamic team at Academy Sports + Outdoors, where we prioritize a workplace culture that emphasizes dedication, growth, and teamwork.Position Overview:Qualifications:Bachelor's Degree in Finance, Accounting, Business Administration, or a related field is required.Experience:A minimum of three (3) years of relevant professional experience is...

  • Sales Consultant

    1 month ago

    Katy, United States Salon Service Group Full time

    Job DescriptionJob DescriptionDescription:Job Title: Salon Consultant Department: SalesReports to: Regional Sales Director Status: Full-time, ExemptLocation: Katy- Houston AreaSalon Service Group, founded over 32 years ago, is the nation's largest privately-owned professional beauty distributor. SSG proudly partners with the Professional Beauty Industry...

  • Sales Consultant

    1 month ago

    Katy, United States Salon Service Group Full time

    Job DescriptionJob DescriptionDescription:Job Title: Salon Consultant Department: SalesReports to: Regional Sales Director Status: Full-time, ExemptLocation: Katy- Houston AreaSalon Service Group, founded over 32 years ago, is the nation's largest privately-owned professional beauty distributor. SSG proudly partners with the Professional Beauty Industry...

  • Sales Consultant

    2 weeks ago

    Katy, United States Salon Service Group Full time

    Job DescriptionJob DescriptionDescription:Job Title: Salon Consultant Department: SalesReports to: Regional Sales Director Status: Full-time, ExemptLocation: Katy- Houston AreaSalon Service Group, founded over 32 years ago, is the nation's largest privately-owned professional beauty distributor. SSG proudly partners with the Professional Beauty Industry...

  • Lead Risk Engineering Consultant for Oil and Gas Sector

    2 weeks ago

    Katy, Texas, United States Zurich Insurance Company Ltd Full time

    Zurich's Risk Engineering Energy Casualty Team is in search of a Lead Risk Engineering Consultant with extensive experience in casualty oil, petroleum, and gas (OGP) operations. Key responsibilities encompass performing risk evaluations and delivering safety advisory services to clients. This remote position caters to clients across the U.S., with...

  • Territory Sales Consultant

    7 days ago

    Katy, Texas, United States AMS Retail Solutions Full time

    Opportunity Overview:AMS Retail Solutions is on the lookout for a dynamic Territory Sales Consultant. The ideal candidate will possess a background in large-scale home improvement retail and have a solid understanding of power tools. As a Territory Sales Consultant, you will serve as the primary liaison with retail associates, management, and customers,...

  • Automotive / Car Sales Consultant - Legacy Ford of Rosenberg

    3 months ago

    Katy, United States El Toro Auto Group Full time

    Job DescriptionJob DescriptionSales Consultant - Legacy Ford of RosenbergLegacy Ford of Rosenberg is looking for individuals with excellent customer service skills to build a career with us in sales.The sky is the limit for highly motivated, results-driven team players who want to not only close the sale, but to turn new buyers into lifetime customers.If...

  • Manager - Financial Planning and Analysis

    5 days ago

    Katy, United States Ledge Lounger Inc Full time

    Job DescriptionJob DescriptionDescription:Founded in 2011, Ledge Lounger Inc. (“Ledge”) is a pioneering luxury pool and patio furniture company that has set new standards in outdoor living. At Ledge, our Katy, TX headquarters serves as the hub for meaningful face-to-face connections among colleagues, igniting creativity and driving success. With a strong...

  • Talent Management Consultant

    2 weeks ago

    Katy, Texas, United States TMEIC Corporation Americas Full time

    Job Title: Human Resources Generalist Office Location: Katy, TX Department: Power Electronics Systems / Human Resources Role Overview: As a Human Resources Generalist, you will deliver a comprehensive suite of operational, analytical, and administrative HR services that are essential for the effective functioning of the organization. Key Responsibilities: ...

  • Industrial Hygienist

    4 days ago

    Katy, Texas, United States Atlas Full time

    About the RoleWe are seeking a highly skilled and experienced Industrial Hygienist to join our team at Atlas. As an Industrial Hygienist, you will play a critical role in ensuring the health and safety of our clients and employees.Key ResponsibilitiesWork closely with Senior Project Managers to develop and implement industrial hygiene plans for various...

Monetary Strategy and Planning Consultant

1 month ago

Katy, United States Fidelity Investments Full time
Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We’re Looking For

  • 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 if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

  • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
  • Remarkable knowledge of investment products
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

The Value You Deliver

  • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
  • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Educating 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 engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career

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

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. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of 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. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity 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.

We welcome those with experience in jobs such as Field Client Relationship Manager, Retail Sales Representative, and Senior Accountant and others in the Accounting and Finance to apply.