Investment Consultant - Sugar Land, TX

Fidelity Investments•Sugar Land, TX

9d•Onsite

About The Position

Working in a Fidelity Investor Center, the Investment Consultant develops customized financial plans using a range of products, services, and Fidelity planning tools. The role focuses on existing clients and warm leads rather than sourcing new customers, providing investment solutions and building relationships with a dedicated local advisor. The consultant works directly with clients to help them make investment decisions in their best interest, using Fidelity guidance resources to present and implement solutions suited to their needs and financial future. Fidelity provides training in-branch, regionally, nationally, and virtually, along with a competitive total rewards package that includes a stable base salary. The role is part of a firm focused on client relationships, professional flexibility, growth, and long-term success. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve.

Requirements

Hold FINRA Series 7 and Series 66 licenses and appropriate state registrations, or have the ability to acquire Series 66 upon hire.
Have a comprehensive understanding of various investment solutions.
Demonstrate exemplary interpersonal skills and the ability to grow relationships.
Take initiative and exceed expectations.
Have outstanding communication and consultative skills.
Thrive in a fast-paced work environment.

Nice To Haves

A degree, equivalent experience, or other professional certifications are beneficial.
Interest in obtaining a CFP, degree, or equivalent credential; Fidelity’s tuition reimbursement program may help support this.

Responsibilities

Develop customized financial plans using Fidelity products, services, and planning tools.
Work directly with clients to help them make investment decisions in their best interest.
Use Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions aligned with client needs.
Prepare for and conduct efficient one-on-one appointments using technology, maximizing client time and enabling effective follow-up planning.
Grow relationships through proactive outreach and by understanding clients’ goals and objectives.
Refer clients to wealth management partners based on their needs and financial complexity.
Educate customers on the value and differences of various investment solutions.