Strategic Financial Advisor — Grow Clients & Plans

Fidelity Investments Inc.; Sugar Land (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Fidelity Investments Inc. in Sugar Land, TX invites experienced financial professionals to join our Investor Center. You will mentor clients, provide personalized planning, and expand the firm’s reach by leveraging an existing client base and robust resources.

You will present complex investment solutions, stay compliant with FINRA licensing, and collaborate with teammates to deliver outstanding customer experiences while advancing your career in a supportive, training-rich 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 other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one.
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
• Coachable, collaborative, and curious are key attributes.
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations.
• Extensive knowledge of investment solutions.

Responsibilities

• Engage face-to-face with clients in the Investor Center, providing mentorship and personalized planning.
• Build relationships with an existing client base and expand the firm's reach with top resources.
• Present investment solutions and strategies to a knowledgeable client base while maintaining credibility.

Skills

Relationship building

FINRA licenses

Client engagement

CFP or degree helpful

Investment strategies

Proactive problem solving

Customer-focused

Communication

Collaboration

Education

Bachelor's degree

CFP certification helpful

Job description

Fidelity Investments Inc. in Sugar Land, TX invites experienced financial professionals to join our Investor Center. You will mentor clients, provide personalized planning, and expand the firm’s reach by leveraging an existing client base and robust resources.

You will present complex investment solutions, stay compliant with FINRA licensing, and collaborate with teammates to deliver outstanding customer experiences while advancing your career in a supportive, training-rich environment.