Financial Consultant - The Woodlands, TX

Fidelity•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. You will nurture relationships with an existing client base, provide appropriate investment solutions to existing clients, and help expand the acquisition of new customers. You will make an impact in the lives of your clients through deepening relationships and complex financial planning. Your integrity, insights, interpersonal skills, and meticulous planning will allow 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 simplify complex financial concepts.
Ability to build rapport and credibility with highly valued clientele.
Remarkable knowledge of investment products.
Ability to thoughtfully introduce clients to different investment strategies.
Ability to bring together additional client assets while engaging in positive, client-centered discussions.
Ability to collaborate with multiple business partners to craft an unsurpassed customer experience and meet the client’s broad range of investment needs.

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.
Guide customers through wealth management and retirement planning strategies.
Nurture relationships with an existing client base.
Provide appropriate investment solutions to existing clients.
Help expand the acquisition of new customers.
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.