Investment Consultant - Katy, TX

Investment Consultant. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role: Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity’s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Value You Deliver: In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.

Responsibilities

Develop customized financial plans through a wide range of products and services; Engage with existing clients and warm leads; Provide investment solutions and grow relationships with a dedicated local advisor; Work directly with clients to help them make investment decisions that are in their best interest; Navigate Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs; Refer clients to a wealth management partner based on needs and financial complexity

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs; Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up; Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity; Comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each; Interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations; Outstanding communication and consultative skills, and you thrive in a fast-paced work environment

Nice to have

Degree; professional certifications such as CFP

Benefits

Stable base salary; Benefit programs designed to help you and your family strike the right balance; Training in-branch, regionally, nationally, and virtually; Tuition Reimbursement program