Investment Consultant - The Woodlands, TX

Fidelity Investments • Houston, TX

1d • Onsite

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a wide 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 growing relationships with a dedicated local advisor. The consultant works directly with clients to help them make investment decisions in their best interest, using Fidelity’s planning and guidance resources to present and implement solutions suited to their needs and financial future.

Fidelity offers training in-branch, regionally, nationally, and virtually, along with a competitive total rewards package that includes a stable base salary. Its benefit programs are designed to support associates and their families. The company describes itself as a stable industry leader committed to clients and to supporting associates’ flexibility, growth, and long-term success.

The position is based in The Woodlands, Texas. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve. Fidelity will not provide immigration sponsorship for this position. Hiring may be restricted by applicable laws and regulations concerning certain criminal histories.

Requirements

• FINRA Series 7 and Series 66 licenses and appropriate state registrations, or the ability to acquire Series 66 upon hire.
• Comprehensive understanding of various investment solutions and the ability to educate customers on their values and differences.
• Exemplary interpersonal skills and ability to grow relationships.
• Initiative and willingness to exceed expectations.
• Outstanding communication and consultative skills.
• Ability to 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’s products, services, and planning tools.
• Engage with existing clients and warm leads to provide investment solutions and grow client relationships with a dedicated local advisor.
• Work directly with clients to help them make investment decisions in their best interest.
• Use Fidelity’s planning and guidance resources to present and implement solutions aligned with client needs.
• Leverage guidance tools to facilitate financial planning discussions and recommend suitable solutions.
• Use technology to prepare for and conduct efficient one-on-one appointments, maximize client time, and enable effective follow-up planning.
• Conduct proactive outreach to understand clients’ goals and objectives.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate customers about the value and differences of various investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families achieve balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program to help obtain a CFP, degree, or equivalent credential.
• Professional flexibility, growth, and support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed