Financial Consultant - The Woodlands, TX
Fidelity Investments
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 strategiesThe Expertise We’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 itThe Purpose of 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.The Skills You 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 needsThe Value You 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 Work Impacts the 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 career!Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation: The Woodlands, TXType: Full time
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Hello! We are a loving family in The Woodlands, Texas, seeking a dedicated nanny to care for our toddler. We are looking for someone who is available for occasional work, providing a flexible schedule to fit both your needs and ours. As our nanny, you will be responsible...WoodlandHourly payCasual workLive outFlexible hours- Position Summary The Registered Nurse (Hospice) is responsible for providing skilled nursing care to hospice patients in accordance with the plan of care, policies, and procedures. The nurse ensures quality and safe delivery of home hospice services, coordinates with...Woodland
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$70k - $90k
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$55k - $65k
...service to ensure parents and kids keep coming back. Manage your center's performance, including revenue and expenses. Oversee consultations and conferences with parents alongside your educational staff. Develop, maintain, and grow relationships with parents,...WoodlandFull timeAfternoon shift- Job Description Job Description Sylvan Learning - Upper Level Math Instructor (Part-time) Sylvan Learning is the industry leader in providing supplemental education to children in pre-kindergarten through 12th grade. With over 30 successful years in the business...WoodlandPart timeImmediate startWeekend workAfternoon shift
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$111.1k - $185.1k
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$63 per hour
...Description Job Description Pharmacist Location: The Woodlands, TX Starting Pay Rate: $63.00 Hourly + (Based on... ...including medication therapy management and interdisciplinary consultation Conduct patient and caregiver education, including discharge...WoodlandHourly payWork from homeMonday to FridayShift work- Director of Sales- Fairfield Inn & Suites Conroe, TX Fairfield by Marriott Inn & Suites Houston Conroe Near The Woodlands Position Overview We are seeking a results-driven Director of Sales to lead revenue growth at our Fairfield by Marriott in Conroe, TX. This role is...WoodlandLocal area
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...other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...)Hours Per Week: 40SummaryLocation: Houston; Kingwood; The Woodlands; The Woodlands; Conroe; College Station; HoustonType: Full timeWoodlandFull timeWork at officeDay shift- ...irrespective of age, gender, disability, race, religion or belief. Job Info Job Identification 26298 Locations The Woodlands, TX, United States Itasca, IL, United States Laredo, TX, United States Miami, FL, United States Philadelphia, PA, United States Elizabeth...WoodlandFull timeContract workLocal areaWorldwide
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