Client-Focused Investment Advisor & Financial Planner

Fidelity Investments Inc.; Sugar Land (TX); On-site; USD 60,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. in Sugar Land, TX is seeking a client-focused financial professional to work in our Investor Center. You will develop customized financial plans and guide clients through investment decisions using Fidelity’s planning tools.

You will engage with existing clients and warm leads, growing relationships and presenting tailored investment solutions that suit each client’s goals. You will leverage robust planning resources and demonstrate outstanding communication in a

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66.
• Ability to use Fidelity’s guidance tools to facilitate planning discussions.
• Strong interpersonal skills with relationship growth.
• Bachelor's degree or equivalent experience; CFP/credential helpful.
• Excellent communication and consultative skills in a fast-paced environment.

Responsibilities

• Engage with existing clients and warm leads to provide investment solutions.
• Develop customized financial plans using Fidelity planning tools.
• Present and implement client solutions aligned with goals.
• Grow relationships through proactive outreach and referrals.
• Conduct efficient one-on-one appointments and follow-up planning.

Skills

FINRA licenses

Relationship building

Financial planning discussions

Effective communication

Proactive outreach

Industry knowledge

Education

Bachelor's degree or equivalent

Tools

Fidelity guidance tools

Job description

Fidelity Investments Inc. in Sugar Land, TX is seeking a client-focused financial professional to work in our Investor Center. You will develop customized financial plans and guide clients through investment decisions using Fidelity’s planning tools.

You will engage with existing clients and warm leads, growing relationships and presenting tailored investment solutions that suit each client’s goals. You will leverage robust planning resources and demonstrate outstanding communication in a