Investment Consultant - Woodlands, TX

Position: Investment Consultant - The Woodlands, TX

Investment Consultant – The Woodlands, TX

Join Fidelity Investments as an Investment Consultant and help clients make informed investment decisions.

Job Description

As an Investment Consultant, you will develop customized financial plans for clients using Fidelity's planning tools, provide investment solutions, and grow relationships.

The Purpose of Your Role

Work in our Investor Center to craft personalized plans, engage existing clients and warm leads, and focus on long‑term growth and client success.

The Expertise We’re Looking For

• Effectively utilize Fidelity’s guidance tools to conduct financial planning discussions.
• Leverage technology to prepare for and conduct efficient one‑on‑one appointments and plan post‑appointment follow‑up.
• Grow relationships through proactive outreach, understanding client goals, and referring them to a wealth‑management partner when appropriate.
• Series 7 & 63 licensed;
  Series 65 or 66 and appropriate state registrations preferred, or ability to acquire quickly upon hire.
• Degree or professional certifications such as a CFP are helpful; tuition reimbursement available.

The Skills You Bring

• Comprehensive understanding of various investment solutions and ability to educate clients.
• Exemplary interpersonal skills and drive to grow relationships.
• Outstanding communication and consultative skills, thriving in a fast‑paced environment.

Our Investments in You

Competitive total rewards package, stable base salary, and extensive training at all levels.

The Value You Deliver

Make an impact on clients’ financial futures by navigating planning tools, presenting solutions, and ensuring the best interests of each client.

Requirements

Requires in‑person attendance at the assigned branch location.

Certifications

Series 7 – FINRA, Series 66 – FINRA

Seniority Level

• Entry level

Employment Type

• Full‑time

Job Function

• Finance and Sales

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