Top 62 Investment consultant Jobs in Humble Tx

Financial Consultant - The Woodlands, TX
Fidelity Investments —The Woodlands, TX
- Full-time
- Mid-level
- Office
- Mentoring
- Tuition reimbursement
Financial Advisor
The Woodlands Financial Office —The Woodlands, TX
- $70,000 - $150,000 a day
- Part-time
- Hybrid work
- Background check
- 18 years or older
- No experience needed
- Opportunities for advancement
Quick Apply
9d
Private Wealth Management Wealth Advisor
Regions —Houston, TX
- $148,786.18 - $230,214.00 a year
- Full-time
- 11+ years
- Office
- Finance
- Health savings account
- Health insurance
Financial Advisor Management Trainee
COR Financial Partners —Houston, TX
- Full-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
Quick Apply
3d
Real Estate Acquisition Consultant
House Buyers of America —Houston, TX
- $140,000 - $220,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Contracts
5d
Naphtha Market Research Advisor II
Phillips 66 —Houston, TX
- $108,900 - $133,100 a year
- Full-time
- Mid-level
- Finance
- High school diploma or GED
- Health savings account
- Health insurance
3d
Associate Portfolio Advisor
Northern Trust Corp. —Houston, TX
- Full-time
- Research
- Analysis skills
- Accounting
Technology Strategy Consultant
Deloitte —Houston, TX
- $95,600 - $188,400 a year
- Full-time
- Up to 50% travel
- Writing skills
- Bachelor's degree
Regional Brokerage Consultant, Fixed Income - Dallas/Houston
Fidelity Investments —Houston, TX
- Full-time
- 11+ years
- Office
- Master's degree
12d
Finance AI Value Strategy Consultant
Accenture —Houston, TX
- $59,100 - $205,800 a year
- Full-time
- Hybrid work
- English
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
3h
Wealth Management Advisor II
Fifth Third Bank —Houston, TX
- Full-time
- CPA
- Mid-level
- Office
Enterprise AI Value Strategy Consultant
Accenture —Houston, TX
- $59,100 - $205,800 a year
- Full-time
- English
- Master's degree
- Bachelor's degree
- Paid holidays
- Disability insurance
Wealth Advisor (Houston, TX)
Mercer Advisors —Houston, TX
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid parental leave
- Health savings account
Quick Apply
Wealth Advisor - Hybrid
Cetera Financial Group —Baytown, TX
- $65,000 - $90,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Senior Wealth Strategy Consultant
Curvion Blue —Houston, TX
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Investment Executive (Financial Advisor) The Woodlands, TX
Fifth Third Bank —Houston, TX
- Full-time
- Office
- Travel
- Mentoring
10d
Business Strategy Senior Consultant
Deloitte —Houston, TX
- $128,000 - $252,500 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Travel
11d
Financial Advisor - Houston, TX
U.S. Bank National Association —Houston, TX
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Business development
- Paid holidays
- Disability insurance
Sr Advisor Business Enablement
Enbridge —Houston, TX
- $96,200 - $125,000 a year
- Full-time
- Hybrid work
- Office
- Travel
- Ability to sit for extended periods
- Wellness program
- Paid holidays
4d
Investment Banking Manager
Accenture —Houston, TX
- $87,400 - $293,800 a year
- Full-time
- 7 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance

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investment consultant jobs near humble tx

Financial Consultant - The Woodlands, TX

Fidelity Investments -
The Woodlands, TX

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Job Details

Full-time

Benefits

Tuition reimbursement

Qualifications

FINRA
Series 7
FINRA License
Experience practicing in the securities industry
Series 63

Full Job Description

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 strategies

The Expertise We’re 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 don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of 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.

The Skills You 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, client-centered discussions
Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

The Value You 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 Work Impacts the Organization

Working 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 Model
Fidelity 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 - FINRA

Category:

Sales

Please 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.

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Refine Your Search

investment consultant jobs in humble tx

Financial Consultant - The Woodlands, TX

Financial Advisor

Private Wealth Management Wealth Advisor

Financial Advisor Management Trainee

Real Estate Acquisition Consultant

Naphtha Market Research Advisor II

Associate Portfolio Advisor

Technology Strategy Consultant

Regional Brokerage Consultant, Fixed Income - Dallas/Houston

Finance AI Value Strategy Consultant

Wealth Management Advisor II

Enterprise AI Value Strategy Consultant

Wealth Advisor (Houston, TX)

Wealth Advisor - Hybrid

Senior Wealth Strategy Consultant

Investment Executive (Financial Advisor) The Woodlands, TX

Business Strategy Senior Consultant

Financial Advisor - Houston, TX

Sr Advisor Business Enablement

Investment Banking Manager

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