Investment Consultant - The Woodlands, TX

Fidelity • The Woodlands, TX

8d • 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, helping clients make investment decisions in their best interest and building relationships with a dedicated local advisor. The consultant uses Fidelity’s planning and guidance resources to present and implement solutions suited to client needs, supporting clients’ long-term financial futures.

Fidelity provides in-branch, regional, national, and virtual training, along with a competitive total rewards package that includes a stable base salary and benefits intended to support associates and their families. The position is part of Fidelity’s phased transition to full-time onsite work; 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.
• Demonstrate a comprehensive understanding of investment solutions.
• Have exemplary interpersonal skills and the ability to grow relationships.
• Show initiative and a willingness to exceed expectations.
• Have outstanding communication and consultative skills, and thrive in a fast-paced work environment.
• Fidelity will not provide immigration sponsorship for this position.

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 can 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 planning and guidance resources to present and implement solutions aligned with client needs.
• Prepare for and conduct efficient one-on-one client appointments using technology, and plan effective follow-up.
• Grow client relationships through proactive outreach and by understanding clients’ goals and objectives.
• Refer clients to wealth management partners according to their needs and financial complexity.
• Educate clients about the value and differences among investment solutions.

Benefits

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

What This Job Offers

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