Client-Focused Investment Advisor

Soteria Reinsurance Ltd.; Katy (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Training program

In-branch and virtual training

Competitive total rewards

Job summary

Fidelity Investments in Katy, TX is seeking an Investment Consultant to work with existing clients in-person at the branch. You will develop customized financial plans, present investment solutions, and grow relationships using Fidelity's planning tools.

The role emphasizes in-person client meetings, FINRA licensing, and the ability to guide clients toward appropriate wealth management options. Training is provided to support success in a fast-paced environment.

Qualifications

• FINRA Series 7 & 66 license or ability to obtain Series 66 upon hire.
• Educate clients on investment solutions and planning options offered.
• Proficient with Fidelity’s guidance tools for planning discussions.
• Degree and CFP designation are helpful; tuition reimbursement available.

Responsibilities

• Develop customized financial plans for existing clients.
• Engage with warm leads and grow client relationships.
• Conduct one-on-one appointments and present investment solutions.
• Provide follow-up and guidance after client meetings.

Skills

FINRA Series 7 & 66

Financial planning

Client relationship

Communication skills

Education

Bachelor's degree

CFP (helpful)

Tools

Fidelity Planning Tools

Job description

Fidelity Investments in Katy, TX is seeking an Investment Consultant to work with existing clients in-person at the branch. You will develop customized financial plans, present investment solutions, and grow relationships using Fidelity's planning tools.

The role emphasizes in-person client meetings, FINRA licensing, and the ability to guide clients toward appropriate wealth management options. Training is provided to support success in a fast-paced environment.