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. 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. 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. You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele. You have remarkable knowledge of investment products and the 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. 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. You will educate customers on the technology and channels available to them to better monitor, maintain, and handle their investments. 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 effectively simplify complex financial concepts
Ability to build rapport and credibility with highly valued clientele
Remarkable knowledge of investment products
Ability to thoughtfully introduce your 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
Ability to craft an unsurpassed customer experience
Ability to meet the client’s broad range of investment needs
Integrity
Insights
Interpersonal skills
Meticulous planning

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

Nurture relationships with an existing client base.
Provide appropriate investment solutions to existing clients.
Help expand the acquisition of new customers.
Simplify complex financial concepts while building rapport and credibility with highly valued clientele.
Introduce clients to different investment strategies.
Bring together additional client assets.
Engage in positive, client-centered discussions.
Collaborate with multiple business partners to craft an unsurpassed customer experience.
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.
Extend the reach of the firm's brand.
Provide comprehensive investment guidance.
Sustain long-lasting relationships.