Future Opportunities - Houston and San Antonio Market

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 longterm dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

TheExpertiseWere 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 dont already have your CFP our Tuition Reimbursement program can help you with classes to obtain it

ThePurposeof 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.

TheSkillsYou 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 clientcentered discussions
• Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the clients broad range of investment needs

TheValueYou 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 WorkImpactsthe Organization

Working in our Investor Center you will engage facetoface with your customers offering mentorship and personalized planning while helping extend the reach of the firms brand. Backed by Fidelitys open architecture youre able to provide comprehensive investment guidance and sustain longlasting relationships. We will provide you the support of a wellrounded 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!

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional wellbeing support marketleading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Fidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.

Certifications: