Client-Focused Investment Consultant

Fidelity Investments Inc.; Houston (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Tuition Reimbursement

In-branch/Regional/National training

Onsite Working Model

Job summary

Fidelity Investments Inc. is seeking a client-facing financial professional in Houston to mentor clients and deliver personalized planning within an on-site Investor Center.

You will leverage an existing client base, present complex investment strategies, and help grow assets while delivering an outstanding customer experience. Relevant FINRA licenses or the ability to obtain them on hire are required, with tuition reimbursement for certifications.

Qualifications

• Proven success in building relationships and uncovering client needs.
• FINRA Series 7 & 66 licenses or ability to acquire Series 66 on hire.
• Ability to present complex investment solutions to knowledgeable clients.

Responsibilities

• Engage face-to-face with clients in the Investor Center.
• Provide mentorship and personalized financial planning.
• Expand the firm’s reach with an existing client base and referrals.

Skills

Relationship building

Series 7 & 66 licensed

Presenting complex solutions

Client-centered discussions

Coachable and collaborative

Customer experience focus

Investment knowledge

Education

Bachelor's degree or equivalent

CFP helpful

Job description

Fidelity Investments Inc. is seeking a client-facing financial professional in Houston to mentor clients and deliver personalized planning within an on-site Investor Center.

You will leverage an existing client base, present complex investment strategies, and help grow assets while delivering an outstanding customer experience. Relevant FINRA licenses or the ability to obtain them on hire are required, with tuition reimbursement for certifications.