Fidelity Investments · 2 months ago
Financial Consultant I - The Woodlands, TX
The Woodlands, TX
Full-time
Hybrid
Entry Level
5+ years expFidelity Investments is seeking individuals for their Financial Consultant I position, designed for those looking to transition into financial services. The role involves providing investment solutions and personalized financial planning to clients while receiving structured training and support.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Continue to make a positive impact on your community while honing your professional skills and experience
Working in our Investor Center, you will learn how to offer guidance and personalized financial planning to customers in a face to face setting, and help to extend the reach of Fidelity’s brand
Qualification
Required
5 or more years of successful sales experience in another industry
Keen ability to present complex solutions or products to a sophisticated client base
Enthusiasm for learning about investment products so that you may help customers make more informed decisions that enable them to plan for a strong financial future
You are comfortable working in an energetic sales environment
Committed to delivering an outstanding customer experience, you have a passion for seeing those in your community thrive
Motivated by results, you take initiative and exceed expectations
Supporting our client by providing comprehensive investment solutions and retirement plans to meet their needs both now, and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
Continue to make a positive impact on your community while honing your professional skills and experience
Series 07 - FINRA
Series 66 - FINRA
Preferred
Degree and/or other professional certifications highly preferred, but not required
Benefits
Generous, predictable compensation throughout the program
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase