Investment Consultant - Houston, TX (Champion Forest)

Fidelity Investments•Houston, TX

11d•Onsite

About The Position

Working in our Investor Center, you will develop customized financial plans. You will use a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively using Fidelity’s guidance tools
Using technology to prepare for and conduct efficient one-on-one appointments
Growing relationships through proactive outreach
Comprehensive understanding of various investment solutions
Outstanding communication and consultative skills

Nice To Haves

A degree and/or professional certifications like a CFP or similar experience are beneficial.
Interpersonal skills and ability to grow relationships are exemplary
Take initiative and exceed expectations
Thrive in a fast-paced work environment

Responsibilities

Develop customized financial plans using a wide range of products, services, and Fidelity’s planning tools.
Engage with existing clients and warm leads to provide investment solutions and grow relationships.
Work directly with clients to help them make investment decisions that are in their best interest.
Present and implement solutions that suit the client’s needs using Fidelity’s planning and guidance resources.
Engage in financial planning discussions by presenting solutions and service offerings that most closely align with client needs.
Prepare for and conduct efficient one-on-one appointments using technology.
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives.
Refer clients to a wealth management partner based on needs and financial complexity.
Educate customers on the values and differences of various investment solutions.