Investment Consultant - Katy, TX

Soteria Reinsurance Ltd.; Katy (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Training program

In-branch and virtual training

Competitive total rewards

Job summary

Fidelity Investments in Katy, TX is seeking an Investment Consultant to work with existing clients in-person at the branch. You will develop customized financial plans, present investment solutions, and grow relationships using Fidelity's planning tools.

The role emphasizes in-person client meetings, FINRA licensing, and the ability to guide clients toward appropriate wealth management options. Training is provided to support success in a fast-paced environment.

Qualifications

• FINRA Series 7 & 66 license or ability to obtain Series 66 upon hire.
• Educate clients on investment solutions and planning options offered.
• Proficient with Fidelity’s guidance tools for planning discussions.
• Degree and CFP designation are helpful; tuition reimbursement available.

Responsibilities

• Develop customized financial plans for existing clients.
• Engage with warm leads and grow client relationships.
• Conduct one-on-one appointments and present investment solutions.
• Provide follow-up and guidance after client meetings.

Skills

FINRA Series 7 & 66

Financial planning

Client relationship

Communication skills

Education

Bachelor's degree

CFP (helpful)

Tools

Fidelity Planning Tools

Job description

## Investment Consultant - Katy, TXApplylocations: 23501 Cinco Ranch Blvd, Katy TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: 2130622## ## Job Description:## Investment ConsultantYou joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.## The Purpose of Your RoleWorking in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.## The Expertise We’re Looking For* FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire* Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs* Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up* Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity* Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!## The Skills You Bring* You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each* Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations* You have outstanding communication and consultative skills, and you thrive in a fast-paced work environmentNote: Fidelity will not provide immigration sponsorship for this position.## Our Investments in YouFidelity’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!## The Value You DeliverIn this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.