Financial Consultant I - The Woodlands, TX at Fidelity Investments

The Woodlands, Texas, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

5 or more years of successful sales experience in another industry
Keen ability to present complex solutions or products to a sophisticated client base
Degree and/or other professional certifications highly preferred, but not required
Enthusiasm for learning about investment products
Comfortable working in an energetic sales environment
Committed to delivering an outstanding customer experience with a passion for community thriving
Motivated by results, takes initiative and exceeds expectations
Obtain Series 7 & Series 66 licenses (structured study sessions provided)

Responsibilities

Support clients by providing comprehensive investment solutions and retirement plans to meet their current and future needs
Effectively engage clients through personal interactions, using interpersonal communication and relationship building skills
Make a positive impact on the community while honing professional skills
Offer guidance and personalized financial planning to customers in a face-to-face setting in the Investor Center
Help expand the acquisition of new customers
Learn to provide appropriate investment solutions to existing clients

Skills

Key technologies and capabilities for this role

Series 7Series 66financial planninginvestment productsclient relationship buildingsales

Questions & Answers

Common questions about this position

What compensation can I expect in the Financial Consultant Acceleration Program?

The program offers generous, predictable compensation throughout and is a paid opportunity designed for transitioning into financial services.

Is this Financial Consultant role remote or office-based?

This information is not specified in the job description.

What skills and experience are required for this Financial Consultant position?

The role requires 5 or more years of successful sales experience in another industry, keen ability to present complex solutions to sophisticated clients, enthusiasm for learning investment products, comfort in an energetic sales environment, and strong interpersonal communication and relationship building skills.

What is the company culture like for Financial Consultants at Fidelity?

The culture emphasizes an energetic sales environment, building meaningful client relationships, delivering outstanding customer experiences, and making a positive community impact through comprehensive investment solutions.

What makes a strong candidate for the Financial Consultant I role?

Strong candidates have 5+ years of successful sales experience, sharp focus, motivation, a desire to positively impact the community, and skills in presenting complex solutions while building client relationships; a degree is preferred but not required.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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