Client-Focused Investment Consultant | CFP Path

Fidelity Investments Inc.; Sugar Land (TX); Vor Ort; USD 85.000 - 120.000; Vollzeit

Benefits dieser Stelle

Tuition reimbursement program

Onsite training and support

Competitive base salary

Zusammenfassung

Fidelity Investments Inc. seeks a client-focused advisor to develop customized financial plans and guide clients in investment decisions. You will work with existing clients and warm leads, using Fidelity’s planning tools to tailor solutions that fit individual goals.

You’ll leverage strong communication and interpersonal skills to grow relationships and provide excellent service in a fast-paced, onsite environment in Texas.

Qualifikationen

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to leverage Fidelity guidance tools for financial planning.
• Strong communication and relationship-building skills.

Aufgaben

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

Kenntnisse

Series 7 & 66 licensing

State registrations

Financial planning discussions

One-on-one appointments

Relationship growth

Excellent communication

Ausbildung

Bachelor’s degree or equivalent experience

Tools

Fidelity planning tools

Jobbeschreibung

Fidelity Investments Inc. seeks a client-focused advisor to develop customized financial plans and guide clients in investment decisions. You will work with existing clients and warm leads, using Fidelity’s planning tools to tailor solutions that fit individual goals.

You’ll leverage strong communication and interpersonal skills to grow relationships and provide excellent service in a fast-paced, onsite environment in Texas.