Wealth Planning Advisor for Client Investments

Socket.dev; Houston (TX); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Onsite working model

Training and onboarding programs

Competitive compensation

Job summary

Fidelity Investments in Houston is seeking a client-focused financial advisor to develop customized financial plans using a wide range of products and planning tools. You will work with existing clients and warm leads to provide investment solutions and grow relationships with a local advisor.

You will guide clients toward decisions that align with their best interests, using Fidelity’s resources to present and implement solutions, contributing to their long-term financial well-being.

Qualifications

• FINRA Series 7 & 66 licensed or the ability to acquire Series 66 upon hire.
• Ability to use Fidelity guidance tools to support financial planning discussions.
• Strong communication and consultative skills in a fast-paced environment.

Responsibilities

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

Skills

Series 7/66 licensed

Financial planning guidance

Relationship building

Communication skills

Proactive outreach

Client-focused advisory

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments in Houston is seeking a client-focused financial advisor to develop customized financial plans using a wide range of products and planning tools. You will work with existing clients and warm leads to provide investment solutions and grow relationships with a local advisor.

You will guide clients toward decisions that align with their best interests, using Fidelity’s resources to present and implement solutions, contributing to their long-term financial well-being.