- 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
- Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
- Degree and/or other professional certifications such as a CFP are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
- Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
- You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
-
Investment Consultant
6 days ago
National Black MBA Association Fort Worth, United StatesJob Description: · 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 ...
-
Investment Consultant
3 weeks ago
Fidelity TalentSource LLC Irving, United StatesJob Description: · 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 importan ...
-
Financial Planner
6 days ago
Kestra Financial Fort Worth, United StatesSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment p ...
-
Director, Financial Planning
3 weeks ago
Thinkfind Corporation Fort Worth, United States PermanentSalary: $ $150000 per AnnumDirector, Financial Planning Fort Worth, TexasThe Director of Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of the client's Financial Planning strateg ...
-
Sales Associate
5 days ago
Diamonds Direct Fort Worth, United States Full timeAt Diamonds Direct, we pride ourselves on finding talent with a certain set of characteristics, or what we call, RHINO's. These are individuals with an unmatched work ethic, and are determined to do whatever it takes plus some. They are passionate about what they do and who they ...
-
Design Manager
6 days ago
Paslay Group Fort Worth, United StatesSUMMARY · Paslay Group is the premiere, full-service airport consultancy providing executive-level project and program management advisory services for a wide array of airports implementing capital development programs. Founded in 2006 by former airport executives, PG has success ...
-
Hospice Sales Consultant
4 days ago
Good Shepherd Hospice Fort Worth, United States Full timeGood Shepherd Hospice is seeking a compassionate and experienced Hospice or Health Care Related Sales Consultant to join our team serving our patients and families in Ft. Worth and surrounding communities. · The Hospice Consultant is responsible for planning, organizing and prom ...
-
Behavioral Care Manager
1 week ago
Integral Health Fort Worth, United StatesIntegral Health Behavioral Care Manager (REMOTE / LMSW, LCSW, LMHC, LAC, LPC, LAMFT, LMFT) · Integral Health · We work as a behavioral health partner for value-based care providers, joining forces with primary care practices and ACOs and MCOs to develop innovative behavioral hea ...
-
Director, Investment Advisory Services
3 days ago
USI Insurance Services Fort Worth, United StatesGeneral Description: · Responsible for client service and retention for the USI Investment Advisory Services (IAS) Practice. Implement strategic sales plan and operating model for the entire Practice. Work with other Practices and USI Retail regions as appropriate. · Responsibi ...
-
Health and Safety Specialist
3 weeks ago
Smith+Nephew Fort Worth, United States Full timeLife Unlimited . At Smith+Nephew, we design and manufacture technology that takes the limits off living. · This position identifies Health and Safety (HSE) training needs and deficiencies by crafting and delivering the appropriate programs through in-person and/or on-line trainin ...
-
Structural Project Engineer 1
1 week ago
IMEG Fort Worth, United States Full timeAt IMEG , one of the largest design consulting firms in the U.S., we strive to provide exciting and rewarding career opportunities to our team members. We work hard and are passionate about what we do but also love to have fun along the way. We celebrate the ability to be a firm ...
-
Regional Sales Manager
1 week ago
Watts Water Technologies Fort Worth, United States Full timeWe're Watts. Together, we're reimagining the future of water. · We feel proud every day about what we do. We're all part of the same crucial mission, no matter what function we support -- it's to provide safe, clean water for the world, and to protect our planet's most valuable r ...
-
Territory Sales Associate
3 weeks ago
Blend Supply Fort Worth, United StatesThis position offers a unique opportunity to combine the benefits of inside sales with the hands-on approach of outside sales. The Territory Sales Associate is primarily responsible for achieving sales objectives, mainly accomplished through new and existing clients. The successf ...
-
Business Development Manager
2 weeks ago
CoWorx Staffing Services Fort Worth, United StatesJob Title: Account Executive · Location: Fort Worth, TX · Salary: 65-75K base, plus uncapped commissions · This isn't your ordinary staffing role; it's an opportunity to create unforgettable experiences every single day. · We currently have an exciting career opportunity for an ...
-
Risk Advisory Services Senior Associate
3 weeks ago
Weaver Fort Worth, United States Full timeThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and en ...
-
Brow Waxing Expert
3 days ago
Ulta Beauty, Inc. Fort Worth, United States Full timeOVERVIEW · Experience a perfect blend of deliberate purpose and clear-eyed vision. At Ulta Beauty, some of the industry's most highly-esteemed beauty leaders share themselves, as well as their expertise. Building authentic community. Creating a real sense of belonging —even as ...
-
Distribution Designer
3 days ago
Kiewit Fort Worth, United States Full timePosition Overview · Kiewit has an immediate opening for a Distribution Designer in our growing Kiewit Power Delivery district. You will be part of our rapidly growing engineering design team serving several major utilities and T&D clients. · District Overview · Kiewit Engineer ...
-
Sales Account Manager
3 weeks ago
Burkhart Dental Supply Fort Worth, United StatesWe are looking for a Sales Account Manager in Fort Worth, TX. This is for a scratch territory, so the ideal candidate would be motivated, results-driven and have at least a few years of outside sales experience. · What's in it for you?Competitive base salary plus commissions, mon ...
-
Construction Project Manager
2 weeks ago
JLL Fort Worth, United States Full timeJLL supports the Whole You, personally and professionally. · Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our ind ...
-
Electronics Engineering SME
3 weeks ago
Lockheed Martin Corporation Fort Worth, United States: Circuit Design Engineer - Level 5 · We are Lockheed Martin · The Electronic Hardware Design (EHD) team develops flightworthy safety critical electronic hardware, embedded software, FPGAs, and test equipment for LM Aero aircraft programs and related needs. We are a co-located te ...
Investment Consultant - Fort Worth, United States - Fidelity TalentSource LLC
Description
Job Description:
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\u2018s 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 Expertise We re Looking For
The Skills You Bring
Our Investments in You
Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our\u202Fbenefit programs\u202Fare designed to help you and your family strike the right balance.\u00A0 We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
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.\u00A0 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.
Please note this role requires in-person attendance in the assigned Branch location.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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 Fidelity\u2014we 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
