Investment Advisor & Client Growth Specialist

Fidelity Investments; Sugar Land (TX); On-site; USD 75,000 - 125,000; Full time

Job summary

Fidelity Investments is seeking a salesperson to engage clients face-to-face in our Investor Center, providing mentorship and personalized financial planning while expanding the firm’s brand reach.

You will work with an existing client base, leveraging the open architecture platform and top resources to deliver tailored investment solutions and grow client assets. The role emphasizes relationship-building and long-term client success within a full-time onsite environment.

Qualifications

• Proven 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.
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
• Degree or equivalent experience and/or CFP or other professional certifications are helpful; Tuition Reimbursement may assist.
• Ability to introduce clients to different investment strategies and bring together additional client assets.

Responsibilities

• Engage face-to-face with clients, providing mentorship and personalized planning.
• Help expand Fidelity's brand and grow the existing client base with institutional feeders.
• Deliver outstanding customer experience and support long-term client success.
• Collaborate with internal teams to tailor investment solutions for clients.

Skills

Relationship building

FINRA Series 7 & 66

Present complex solutions

CFP or degree (helpful)

Investment strategy guidance

Client mentoring and planning

Sales mindset

Account growth

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments is seeking a salesperson to engage clients face-to-face in our Investor Center, providing mentorship and personalized financial planning while expanding the firm’s brand reach.

You will work with an existing client base, leveraging the open architecture platform and top resources to deliver tailored investment solutions and grow client assets. The role emphasizes relationship-building and long-term client success within a full-time onsite environment.