Wealth Planning Consultant

Fidelity Investments Inc.; Houston (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity Investments Inc. is seeking an experienced Investment Advisor to work in our Investor Center in Houston.

You will develop customized financial plans for existing clients using Fidelity’s planning tools and guide investment decisions that align with clients’ best interests. You will focus on strengthening relationships with a dedicated local advisor, engaging with warm leads and leveraging Fidelity’s planning resources to present and implement suitable solutions.

Qualifications

• FINRA Series 7 & 66 licensed or ability to acquire Series 66 upon hire
• Ability to facilitate financial planning discussions and recommend client-aligned solutions
• Proficient with technology to prepare for and conduct efficient one-on-one appointments
• Grow client relationships through proactive outreach and referrals to wealth partners
• A degree or professional certifications are beneficial (tuition reimbursement for CFP or equivalent)

Responsibilities

• Develop customized financial plans utilizing Fidelity’s tools and products
• Engage with existing clients and warm leads to grow relationships with a local advisor
• Present and implement investment solutions that align with clients’ needs
• Conduct one-on-one appointments, guiding clients in investment decisions
• Maintain ongoing follow-up planning and documentation with clients

Skills

FINRA Series 7

FINRA Series 66

Client relationships

Financial planning

Communication skills

Interpersonal skills

Initiative

Education

Bachelor’s degree or equivalent

Professional certifications beneficial (CFP/equivalent)

Tools

Planning tools

Job description

Fidelity Investments Inc. is seeking an experienced Investment Advisor to work in our Investor Center in Houston.

You will develop customized financial plans for existing clients using Fidelity’s planning tools and guide investment decisions that align with clients’ best interests. You will focus on strengthening relationships with a dedicated local advisor, engaging with warm leads and leveraging Fidelity’s planning resources to present and implement suitable solutions.