In-Branch Financial Advisor & Client Solutions

Fidelity Investments; Houston (TX); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Tuition Reimbursement

Job summary

Fidelity Investments in Houston seeks a client-focused financial services professional to engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm's reach. You will work within our Investor Center, supported by an open architecture platform and robust resources.

You’ll nurture relationships with an existing client base, present investment strategies, and strive for outstanding customer experiences while pursuing professional growth and licensure

Qualifications

• Proven success in building relationships, uncovering needs, and recommending solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Ability to present complex investment solutions to a knowledgeable client base with credibility.
• Degree or equivalent experience; CFP or degree helpful via Tuition Reimbursement.

Responsibilities

• Engage face-to-face with clients to provide mentorship and personalized planning.
• Expand the firm's client base by nurturing relationships with existing clients.
• Present investment strategies and discuss solutions with credibility and clarity.
• Support clients with knowledge of a broad range of investment solutions.

Skills

Relationship-building

Client needs analysis

Complex solution presentation

Coachable & collaborative

Customer experience focus

Investment solutions knowledge

Sales-driven

Education

Degree or equivalent experience

Job description

Fidelity Investments in Houston seeks a client-focused financial services professional to engage face-to-face with clients, provide mentorship and personalized planning, and help expand the firm's reach. You will work within our Investor Center, supported by an open architecture platform and robust resources.

You’ll nurture relationships with an existing client base, present investment strategies, and strive for outstanding customer experiences while pursuing professional growth and licensure