Wealth Advisor (Hybrid) – Retirement & HNW Planning

Fidelity Investments Inc.; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible benefits

Learning opportunities

Competitive compensation package

Job summary

A leading financial services firm in Houston, TX is seeking a Financial Consultant to nurture client relationships, provide personalized investment solutions, and guide clients through wealth management strategies. The ideal candidate holds FINRA certifications and has experience with high net worth clients. This role offers competitive compensation and a hybrid work model, allowing for both remote and in-office work.

Qualifications

• FINRA Series 7 & 63 required prior to hire.
• Series 65 and/or 66 and state registrations required within 3 months of hire.
• A CFP is preferred; tuition reimbursement available.

Responsibilities

• Nurture relationships with an existing client base.
• Provide investment solutions to existing clients.
• Engage face-to-face with clients.

Skills

FINRA Series 7

FINRA Series 63

Experience with High Net Worth clients

Deep understanding of financial markets

Knowledge of investment products

Client relationship building

Education

CFP preferred

Job description

A leading financial services firm in Houston, TX is seeking a Financial Consultant to nurture client relationships, provide personalized investment solutions, and guide clients through wealth management strategies. The ideal candidate holds FINRA certifications and has experience with high net worth clients. This role offers competitive compensation and a hybrid work model, allowing for both remote and in-office work.