Wealth Planning & Investment Advisor

Fidelity Investments Inc.; The Woodlands (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

Fidelity Investments is seeking a client‑focused financial professional in the Investor Center. You will develop customized financial plans using Fidelity’s planning tools, work with existing clients and warm leads, and present investment solutions to help clients reach their goals.

You will hold or obtain FINRA Series 7/66 licenses as required, educate clients on investment options, and build lasting relationships with a local advisor.

Qualifications

• FINRA licenses required or ability to obtain Series 66 on hire.
• Strong investment knowledge to explain solutions and educate customers.
• Ability to use planning tools to facilitate financial planning discussions.

Responsibilities

• Develop customized financial plans utilizing Fidelity’s products and planning tools.
• Engage with existing clients and warm leads to present investment solutions.
• Conduct one-on-one appointments and follow-up planning.
• Refer clients to wealth management partners based on needs.

Skills

FINRA Series 7

FINRA Series 66

Interpersonal skills

Communication skills

Relationship building

Proactive outreach

Education

Bachelor's degree or equivalent experience

CFP or related credential (beneficial)

Job description

Fidelity Investments is seeking a client‑focused financial professional in the Investor Center. You will develop customized financial plans using Fidelity’s planning tools, work with existing clients and warm leads, and present investment solutions to help clients reach their goals.

You will hold or obtain FINRA Series 7/66 licenses as required, educate clients on investment options, and build lasting relationships with a local advisor.