Financial Consultant I - The Woodlands, TX

Fidelity • The Woodlands, TX

9h • Hybrid

About The Position

Are you ready to use your life experience to make a bigger impact? Is it time to explore new challenges and acquire new skills? If you’re considering a fresh start in a new career or returning to work after a career break - we have the perfect solution for you! Whether you are transitioning from another industry or returning to work full time after a break, Fidelity recognizes the value in your life experience and the unique skills you bring to the table. We want to partner with you in a program where you will use your life experience to connect personally with clients and lead them on a path of financial security. Have you always had an interest in investment products? Do you value you the importance of having a sound financial plan? We offer a Financial Consultant opportunity that provides structured training with a clear path to becoming a full-time consultant at Fidelity. This program is a paid opportunity, specifically designed to help you transition into financial service sales. In the FC Acceleration Program, you will receive best-in-class training and skill development that will help you acclimate seamlessly into a new consultant position. Robust & formal training schedule both in classroom and in a branch, to develop the skills you need to build meaningful relationships with clients Structured study sessions working to obtain your Series 7 & Series 66 licenses Whether you’re new to the industry or returning to a career in financial services, you’ll receive Customized coaching and development for a career in financial planning Generous, predictable compensation throughout the program Starting over or starting again - let us support you. Your sharp focus, motivation and desire to make a positive impact in your community are prime attributes as you learn to provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Requirements

• 5 or more years of successful sales experience in another industry
• Keen ability to present complex solutions or products to a sophisticated client base
• Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
• You are comfortable working in an energetic sales environment
• Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive
• Motivated by results, you take initiative and exceed expectations

Nice To Haves

• Degree and/or other professional certifications highly preferred, but not required

Responsibilities

• Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• Continue to make a positive impact on your community while honing your professional skills and experience
• Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed