Investment Consultant - Houston, TX (Highland Village)

Fidelity Investments • Houston, TX

4d

About The Position

As an Investment Consultant working in Fidelity’s Investor Center, you will develop customized financial plans using a wide range of products, services, and Fidelity planning tools. You will work with existing clients and warm leads rather than focusing on sourcing new customers, helping clients make investment decisions in their best interests. You will present and implement investment solutions suited to client needs and build relationships with a dedicated local advisor.

The role involves using Fidelity’s guidance resources to facilitate planning discussions, preparing for and conducting one-on-one appointments, and following up effectively. You will proactively engage clients to understand their goals and refer them to wealth management partners when appropriate based on their needs and financial complexity.

The position is based in an Investor Center. Fidelity describes a phased transition to full-time onsite work, with onsite expectations varying by role and location and potentially changing over time. Fidelity does 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 and the ability to educate customers about their values and differences.
• Demonstrate exemplary interpersonal and relationship-building skills.
• Show initiative and a willingness to exceed expectations.
• Have outstanding communication and consultative skills and thrive in a fast-paced work environment.
• Fidelity does 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 planning tools, products, and services.
• Work directly with clients to help them make investment decisions in their best interests.
• Use 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 to maximize client time and support follow-up planning.
• Proactively reach out to clients to understand their goals and objectives and grow relationships.
• Refer clients to wealth management partners based on their needs and financial complexity.
• Educate clients on investment solutions and the values and differences among them.
• Present and implement investment solutions suited to client needs.

Benefits

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