Financial Consultant - Houston, TX (Memorial)

Fidelity • Houston, TX

1d • Hybrid

About The Position

This role is for a Financial Consultant at Fidelity's Investor Center, focusing on deepening client relationships and creating complex financial plans rather than sourcing new clients. Fidelity provides an existing client base and institutional business feeders. The position emphasizes professional growth, flexibility, and support for long-term success. Consultants will engage face-to-face with customers, offering guidance and personalized planning, and helping to extend the firm's brand. The role is supported by an open architecture product platform and top financial industry resources, allowing the consultant to nurture relationships with an existing client base.

Requirements

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, taking initiative and exceeding customer expectations
• Extensive knowledge of investment solutions

Nice To Haves

• Degree and/or other professional certifications (e.g., CFP)

Responsibilities

• Engage face-to-face with customers, offering guidance and personalized planning
• Help extend the reach of the firm's brand
• Nurture relationships with an existing client base
• Thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Mentor and support customers as they look to reach their retirement goals
• Provide comprehensive investment solutions and retirement plans to meet client needs both now and for their future
• Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
• Make a positive impact in the community

Benefits

• Competitive total rewards package
• Stable base salary
• Benefit programs designed to help you and your family strike the right balance
• Training in-branch, regionally, nationally, and virtually
• Tuition Reimbursement program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees