Jobs
>
Magnolia

    Financial Consultant - Magnolia, United States - Fidelity TalentSource LLC

    Fidelity TalentSource LLC
    Fidelity TalentSource LLC Magnolia, United States

    1 month ago

    Show more Collapse job
    Fidelity TalentSource LLC background
    Description

    Job Description:

    With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

    Theu00A0Expertiseu00A0We re Looking For

    • FINRA Series 7 & 63 required prior to hire
    • Series 65 and/or 66 and state registrations required within 3 months of hire
    • Experience with High Net Worth clients
    • A CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

    Theu00A0Purposeu00A0of Your Role

    We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

    Theu00A0Skillsu00A0You Bring

    • You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
    • Remarkable knowledge of investment products
    • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
    • Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client s broad range of investment needs

    Theu00A0Valueu00A0You Deliver

    • No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
    • Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
    • Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

    How Your Worku00A0Impactsu00A0the Organization

    Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity s open architecture, you re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career

    This position will be based in the Biltmore Investor Center in Arizona.

    Certifications:

    Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

    Company Overview

    Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

    Join Us

    At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

    Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

    detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    We invite you to Find Your Fidelity at

    .

    Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

    .

    We have other current jobs related to this field that you can find below


  • Global Shop Solutions Spring, United States

    About Us · Global Shop Solutions Inc. is a progressive, fast-paced and growing ERP software company based in the desirable community of The Woodlands, Texas. We develop, sell, and service small to mid-sized manufacturers across the world, dealing with a variety of industries and ...


  • FedEx Office Magnolia, United States

    POSITION SUMMARY: · The Lead Consultant is knowledgeable in all areas of the Stores business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers. The Lead Consultants time will be spent taking customer order ...

  • Bilfinger

    Lead Accountant

    22 hours ago


    Bilfinger Magnolia, United States

    (ONSITE, not remote) · Bilfinger is a leading international industrial services provider, active primarily in Continental Europe, Northwest Europe, United States, and the Middle East. With over 4,500 skilled employees in the United States, Bilfinger delivers its services across ...


  • McKesson Magnolia, United States

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you a ...

  • Granite Construction

    Sr Manager

    1 week ago


    Granite Construction Magnolia, United States

    Building a career at Granite may be the most valuable thing you could do... · Are you interested in the opportunity to work for an industry-leading company that will give you the experience and exposure you need to build your career and personal brand? If so, then you've come to ...


  • SI Group Magnolia, United States

    Job Description · At SI Group, we aspire for all employees to live and work to their full potential. We foster a unique environment where each employee is empowered to create value for our business with a commitment to safety and compliance. We promote personal and professional ...


  • Floor Coverings International - JDR Magnolia, United States

    Job Description · Job DescriptionBenefits:Bonus based on performance · Company car · Competitive salary · Flexible schedule · Opportunity for advancement · Paid time off · Training & development · Role: Outside/In-Home Sales Flooring and Design Consultant · Location: Northwest Ho ...


  • Ellie Mental Health Magnolia, United States

    Benefits:Paid Training and Admin Time · Company Paid Life Insurance · Amazing Workplace Culture · 401(k) · Competitive salary · Health insurance · Paid time off · Training & development · Vision insurance · Ellie Mental Health of The Woodlands/Conroe is a highly successful, multi ...

  • Meador Staffing

    Finance Manager

    3 weeks ago


    Meador Staffing Magnolia, United States

    FINANCE MANAGER · The Company: · Our client provides materials for sustainable energy across the globe. They have headquarters in GERMANY and is seeking to build their U.S. Team based out of THE WOODLANDS. · They are seeking a FINANCE MANAGER to oversee financial operations, e ...

  • Crane Co.

    Business Development

    2 weeks ago


    Crane Co. Magnolia, United States

    Business Unit and Position Summary: · Crane ChemPharma & Energy is a division within the Process Flow Technologies Business Segment of Crane Co, a US multi-national company which specializes in highly engineered products in specialty markets. Crane ChemPharma & Energy designs, m ...


  • Crimson Solutions Richards, United States

    About the Company · We are a nationally and internationally active auditing and tax consulting firm based in Munich. With more than 200 employees, we serve a wide range of large and medium-sized companies and institutions in the areas of tax consulting, auditing, business consult ...


  • Massage Envy Tomball, United States Regular Full time

    Overview · Licensed Massage Therapist – Full Time or Part Time Available · Location: Tomball, TX · Hourly Starting Rate: $ DOE plus commission · Make up to $65,000 per year including up to $2,500 sign-on bonus · Are you a Licensed Massage Therapist passionate about helping c ...

  • Generator Supercenter

    Generator Technician

    3 weeks ago


    Generator Supercenter Tomball, United States Full time

    The Generator Mechanic/Service Technician will consult with the Service Manager to plan their work and travel schedule in the surrounding area. Using our company supplied vehicle, you will travel to the customer's residence to perform repair work and preventative maintenance on t ...

  • Basu Aesthetics + Plastic Surgery: C. Bob Basu, MD

    Patient Consultant

    3 days ago


    Basu Aesthetics + Plastic Surgery: C. Bob Basu, MD Cypress, United States

    Do you enjoy fostering lasting relationships with people? Do you thrive on helping others surmount barriers to help them achieve their goals/dreams to live their best life? Do you have experience representing a luxury brand? If so, this could be a perfect opportunity for you We a ...

  • Primary Services

    Tax Manager

    4 weeks ago


    Primary Services Katy, United States

    Primary Services is excited to announce the role of Tax Manager for our esteemed client in the corporate sector. This is an excellent opportunity for a seasoned tax professional to take on a leadership role, managing federal and multi-state income tax compliance and reporting. Th ...


  • Paladin Consulting Spring, United States

    Job Title: Oracle Fusion Techno Functional Consultant · Work Location: Spring, TX · Duration: Direct hire or Contract with option to hire · Job Description: · We are seeking a skilled and motivated Oracle Financial Services Developer to join our dynamic team. In this role, you w ...


  • Breedlove & Co., P.C. Spring, United States

    CPA (Audit & Tax) · Why Breedlove & Co., P.C.? · We're growing and need a motivated team player to be a key member of our team · We're excited to hear fresh perspectives and new ideas · We value our employees – we offer an ideal work life balance including flexible schedules and ...

  • BGE, Inc.

    Project Manager

    1 week ago


    BGE, Inc. Katy, United States Full time

    Project Manager - Environmental Compliance (Air, Water, Waste) · BGE is seeking a Project Manager - Environmental Compliance (Air, Water, Waste) in our Environmental Services Department in BGE Inc Headquarters in Houston, TX (West Houston-Westheimer Rd). · Job Responsibilities : ...


  • Engle Martin Katy, United States Full time

    Inspiring People - Impactful Experiences · If there was one common theme to describe what our team members get from a career with Envista Forensics, it's: An Experience. Envista prides itself on being One Company/One Team. · Forensic Consulting relies on scientific principles to ...

  • Academy Sports + Outdoors

    Lead Internal Auditor

    2 weeks ago


    Academy Sports + Outdoors Katy, United States Full time

    Come work at a place where we take pride in creating a workplace environment that values hard work, commitment, and growth. · Job Description: Education: · Bachelor's degree required. Major in Accounting, Internal Audit, or Finance is preferred. CPA/CIA preferred. · Work Experien ...