Financial Consultant - Houston, TX (Memorial)

Houston Dose; Houston (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Tuition reimbursement program

Training opportunities

Job summary

Houston Dose is seeking a Financial Consultant to work in a hybrid model that requires onsite presence every other week. You will engage face-to-face with customers to provide personalized financial planning and support their investment needs.

The ideal candidate will possess FINRA Series 7 and 66 licenses, along with proven relationship-building skills. A competitive salary and comprehensive benefits are offered to ensure a balanced life for employees.

Qualifications

• Ability to build relationships and uncover needs.
• Keen ability to present complex solutions effectively.
• Committed to delivering an outstanding customer experience.

Responsibilities

• Engage face-to-face with customers offering personalized planning.
• Support clients in reaching their retirement goals.
• Mentor clients while providing comprehensive investment solutions.

Skills

Relationship building

Investment strategies

Customer experience

Communication skills

Education

FINRA Series 7 & 66 certification

Certified Financial Planner (CFP)

Job description

Job Description

Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

Purpose of Your Role

Working in our Investor Center, you will engage face-to‑face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

Expertise We’re Looking For

• Previous success in building relationships, uncovering needs and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, or ability to acquire Series 66 upon hire
• Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Skills You Bring

• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client‑centered discussions
• Being coachable, collaborative, and curious are your "go to" attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, you take initiative and exceed customer expectations
• Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in‑branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Value You Deliver

• Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
• Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
• You have a steadfast commitment to your clients while making a positive impact in the community

Certifications

Certified Financial Planner / CFP, Series 07, Series 63, Series 65, Series 66

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.