Wealth Planning Advisor – Client-Focused Investments

Fidelity Investments; Katy (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive training programs

Tuition Reimbursement for further education

Job summary

Fidelity Investments is seeking an Investment Consultant to develop customized financial plans and engage with existing clients. This role emphasizes building strong relationships and providing tailored investment solutions to meet client goals.

Qualified candidates should possess FINRA Series 7 & 66 certifications or the ability to acquire them. The role offers comprehensive training and a competitive compensation package to ensure your success in helping clients secure their financial future.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire.
• Experience in financial planning discussions using Fidelity's guidance tools.
• Ability to grow relationships through proactive outreach.

Responsibilities

• Develop customized financial plans for existing clients.
• Engage with clients to provide investment solutions.
• Conduct one-on-one appointments to understand client needs.

Skills

Comprehensive understanding of various investment solutions

Outstanding communication and consultative skills

Interpersonal skills and relationship-building

Education

Degree or CFP certification

Job description

Fidelity Investments is seeking an Investment Consultant to develop customized financial plans and engage with existing clients. This role emphasizes building strong relationships and providing tailored investment solutions to meet client goals.

Qualified candidates should possess FINRA Series 7 & 66 certifications or the ability to acquire them. The role offers comprehensive training and a competitive compensation package to ensure your success in helping clients secure their financial future.