Future Opportunities - Houston and San Antonio Market

Fidelity Investments•Friendswood, TX

13d•$96,000 - $210,000•Onsite

About The Position

Join a team that invests in you with key product and service offerings, sophisticated technology, and a premier investment platform. Build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. You will nurture relationships with an existing client base, provide appropriate investment solutions to existing clients, and help expand the acquisition of new customers. You will engage face-to-face with 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. You will be supported by 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.

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
Deep understanding of financial markets
Ability to simplify complex financial concepts
Ability to build rapport and credibility with highly valued clientele
Remarkable knowledge of investment products
Ability to thoughtfully introduce clients to different investment strategies
Ability to bring together additional client assets
Ability to engage in positive, client-centered discussions
Ability to collaborate with multiple business partners to craft an unsurpassed customer experience and meet the client’s broad range of investment needs
Integrity, insights, interpersonal skills and meticulous planning
Ability to mentor and support customers as they look to reach their retirement goals

Nice To Haves

A CFP is preferred

Responsibilities

Guide customers through wealth management and retirement planning strategies.
Nurture relationships with an existing client base.
Provide appropriate investment solutions to existing clients.
Help expand the acquisition of new customers.
Educate customers on the technology and channels available to them to better monitor, maintain, and handle their investments.
Offer mentorship and personalized planning.
Extend the reach of the firm's brand.