Financial Consultant - Houston, United States - Fidelity TalentSource LLC

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 strategiesTheu00A0 Expertise u00A0We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain itTheu00A0 Purpose u00A0of Your RoleWe 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.

Theu00A0 Skills u00A0You BringYou demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clienteleRemarkable knowledge of investment productsAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCollaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client s broad range of investment needsTheu00A0 Value u00A0You DeliverNo 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 planningYour integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goalsEducating customers on the technology and channels available to them to better monitor, maintain, and handle their investmentsHow Your Worku00A0 Impacts u00A0the OrganizationWorking 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 careerThis position will be based in the Houston Memorial Investor CenteCertifications:

Series 0- FINRA, Series 6- FINRA, Series 6- FINRA, Series 6- FINRACompany OverviewFidelity 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 UsAt 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 , or by calling , prompt 2, option 3.

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