Investment Consultant

Fidelity Investments

. Develop customized financial plans using a wide range of products, services, and Fidelity’s planning tools .

Posted 10/27/2026full-timeThe Woodlands • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing customized financial plans and providing investment solutions tailored to client needs. Proficient in leveraging financial planning tools and maintaining compliance with relevant securities and investment regulations.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseFinancial Planning ToolsInvestment SolutionsInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment Decision MakingClient Relationship ManagementProactive OutreachSolution Presentation

Soft Skills

Outstanding CommunicationConsultative SkillsInitiativeAbility to Exceed ExpectationsAbility to Thrive in Fast-Paced Environment

Tools & Technologies

Fidelity Planning ToolsTechnology for Client Appointments

Certifications & Qualifications

FINRA Series 7FINRA Series 66

Industry Keywords

Securities LawsInvestment RegulationsRetirement PlanningERISA Compliance

About the role

Key responsibilities & impact

Develop customized financial plans using a wide range of products, services, and Fidelity’s planning tools
Engage existing clients and warm leads
Provide investment solutions and grow relationships with a dedicated local advisor
Help clients make investment decisions in their best interest
Present and implement solutions suited to client needs
Conduct financial planning discussions and recommend aligned solutions
Prepare for and conduct one-on-one client appointments
Conduct proactive outreach to understand clients’ goals and objectives
Refer clients to wealth management partners based on needs and financial complexity

Requirements

What you’ll need

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions
Use technology to prepare for and conduct efficient one-on-one appointments
Comprehensive understanding of various investment solutions
Exemplary interpersonal skills and ability to grow relationships
Initiative and ability to exceed expectations
Outstanding communication and consultative skills
Ability to thrive in a fast-paced work environment
Must comply with applicable securities, investment, retirement, ERISA, state, and FINRA laws and regulations
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Competitive total rewards package
Stable base salary
Training in-branch, regionally, nationally, and virtually
Tuition reimbursement program to help obtain a CFP, degree, or equivalent credential
Professional flexibility, growth, and support
Training and onboarding