Investment Consultant - Houston, TX (Highland Village)

Fidelity • Houston, TX

2d • Onsite

About The Position

Working in Fidelity’s Investor Center, the Investment Consultant develops customized financial plans using a range of products, services, and Fidelity planning tools. The role focuses on serving 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 interests, using Fidelity’s planning and guidance resources to present and implement solutions suited to their needs and financial circumstances.

The position includes proactive client outreach, preparation for and conduct of one-on-one appointments, and referrals to wealth management partners based on client needs and financial complexity. Fidelity provides training in-branch, regionally, nationally, and virtually. The role is subject to applicable securities and financial-services laws and regulations, which may restrict hiring or association based on certain criminal histories. Fidelity will not provide immigration sponsorship for this position.

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.
• Have exemplary interpersonal skills and the ability to grow relationships.
• Take initiative and exceed expectations.
• Have outstanding communication and consultative skills and thrive in a fast-paced work environment.

Nice To Haves

• A degree, equivalent experience, or other professional certifications are beneficial.
• A CFP, degree, or equivalent credential; Fidelity’s tuition reimbursement program can help obtain one.

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 interests.
• Use Fidelity planning and guidance resources to present and implement solutions that suit clients’ needs.
• Engage with existing clients and warm leads, providing investment solutions and growing relationships with a dedicated local advisor.
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling 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 on the values and differences among investment solutions.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families maintain balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program.

What This Job Offers

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