Financial Consultant - Houston, TX (Memorial)

Fidelity Investments•Houston, TX

1d•Hybrid

About The Position

As a Financial Consultant at Fidelity's Investor Center, you will engage face-to-face with customers, offering guidance and personalized financial planning. This role focuses on deepening existing client relationships and creating complex financial plans, leveraging Fidelity's established client base and institutional business feeders, rather than sourcing new clients. Fidelity provides an open architecture product platform and top resources in the financial industry to support you in nurturing client relationships and extending the firm's brand. The company is committed to empowering professional growth, flexibility, and support to enable long-term success for both associates and clients. You will be responsible for mentoring and supporting clients in reaching their retirement goals by providing comprehensive investment solutions and retirement plans. The role requires strong interpersonal communication and relationship-building skills to effectively engage clients through personal interactions and make a positive impact in the community.

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
Bring together additional client assets while engaging in positive, client-centered discussions
Deliver an outstanding customer experience with a passion for seeing others thrive
Mentor and support customers as they look to reach their retirement goals
Provide comprehensive investment solutions and retirement plans to meet client needs
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship building skills
Make a positive impact in the community