Financial Consultant - The Woodlands, TX

Fidelity Investments•The Woodlands, TX

1d•Onsite

About The Position

Join a team that 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 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 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!

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

Nice To Haves

A CFP is preferred
If you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

Responsibilities

Build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.
Provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
Introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Craft an unsurpassed customer experience and meet the client’s broad range of investment needs.
Deepen relationships and provide complex financial planning.
Mentor and support customers as they look to reach their retirement goals.
Educate customers on the technology and channels available to them to better monitor, maintain, and handle their investments.
Engage face-to-face with customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand.
Provide comprehensive investment guidance and sustain long-lasting relationships.