Investment Solutions Advisor

Fidelity Investments Inc.; Sugar Land (TX); On-site; USD 65,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Financial Advisor to work in the Investor Center in Sugar Land, TX. You will develop customized financial plans for existing clients and warm leads, guiding investment decisions and building lasting relationships with a local advisor.

You will use Fidelity’s planning tools to present and implement solutions that fit client needs. The role emphasizes in-person client engagement, on-site work, and a proactive, consultative approach in a fast-paced

Qualifications

• FINRA licenses required or ability to obtain Series 66 after hire.
• Ability to develop financial plans using Fidelity planning tools.
• Strong communication and client relationship skills.

Responsibilities

• Develop customized financial plans for existing clients.
• Engage with clients and warm leads to grow relationships.
• Present and implement investment solutions aligned with client goals.

Skills

Series 7/66

Financial planning

Client meetings

Relationship building

CFP credential

Investment products

Interpersonal skills

Proactive

Communication skills

Education

Bachelor's degree or equivalent experience

Tools

Job description

Fidelity Investments Inc. is seeking a Financial Advisor to work in the Investor Center in Sugar Land, TX. You will develop customized financial plans for existing clients and warm leads, guiding investment decisions and building lasting relationships with a local advisor.

You will use Fidelity’s planning tools to present and implement solutions that fit client needs. The role emphasizes in-person client engagement, on-site work, and a proactive, consultative approach in a fast-paced