Investment Solutions Advisor: Client Growth

Fidelity Investments Inc.; Houston (TX); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Fidelity Investments in Houston seeks an Investor Center advisor to develop customized financial plans using Fidelity's planning tools. You will engage with existing clients and warm leads, guiding investment decisions that suit their best interests.

Your expertise will help explain solutions and grow lasting client relationships with a dedicated local advisor. You will leverage Fidelity's planning resources to present and implement suitable strategies, ensuring excellent service and ongoing

Competenze

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Ability to use Fidelity guidance tools for financial planning discussions.
• Strong interpersonal skills and ability to grow long-term client relationships.
• Proactive outreach to understand goals and refer to wealth partners as needed.
• Degree or professional certifications are beneficial; tuition reimbursement offered for CFP/degree.

Mansioni

• Develop customized financial plans using Fidelity tools.
• Engage with existing clients and warm leads to grow relationships.
• Present and implement investment solutions aligned with client needs.
• Partner with wealth management colleagues to address complex situations.
• Provide excellent client service in a fast-paced environment.

Conoscenze

FINRA Series 7 & 66

State registrations

Financial planning

Client relationship building

Proactive outreach

Communication skills

Consultative selling

Formazione

Bachelor's degree or equivalent

CFP/financial credential beneficial

Descrizione del lavoro

Fidelity Investments in Houston seeks an Investor Center advisor to develop customized financial plans using Fidelity's planning tools. You will engage with existing clients and warm leads, guiding investment decisions that suit their best interests.

Your expertise will help explain solutions and grow lasting client relationships with a dedicated local advisor. You will leverage Fidelity's planning resources to present and implement suitable strategies, ensuring excellent service and ongoing