Top 33 Wealth manager Jobs in Katy Tx

Investment Consultant - Katy, TX
Fidelity Investments —Katy, TX
- Full-time
- Mid-level
- Office
- Communication skills
- Tuition reimbursement
Willis Johnson Wealth Residency Program
Willis Johnson Wealth —Houston, TX
- $65,000 - $70,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health savings account
- Paid holidays
Account Manager, Wealth Management Advisory
Northern Trust Corp. —Houston, TX
- Full-time
- Mid-level
- Office
- Continuous improvement
4d
Private Wealth Advisor I/II/III
Trustmark Bank —Houston, TX
- Full-time
- Remote
- CPA
- Mid-level
- Office
Financial Advisor
Weave Wealth Partners —Houston, TX
- $77,499.05 - $93,332.18 a year
- Full-time
- Mid-level
- Office
- Business development
- Profit sharing
- Health insurance
Financial Advisor/Wealth Manager - Houston, TX
Florida Financial Advisors —Houston, TX
- From $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- 401(k)
Quick Apply
3d
Registered Private Wealth Client Associate
Bank of America —Houston, TX
- Full-time
- Microsoft Word
- Spanish
- Microsoft Excel
Advisor - Houston
Brighton Jones —Houston, TX
- Full-time
- CPA
- Office
- Windows
- Profit sharing
- Paid parental leave
7d
Associate Financial Advisor
NYL - West Houston Office —Houston, TX
- $75,000 - $135,000 a year
- Bilingual
- Microsoft Excel
- Marketing
- Health insurance
- Dental insurance
Quick Apply
PWM Investment Portfolio Manager
U.S. Bank National Association —Houston, TX
- $133,365 - $172,590 a year
- Full-time
- Bachelor's degree
- US work authorization
- Fair chance
- Paid holidays
- Disability insurance
Financial Advisor
First Command Financial Services, Inc. —Houston, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Vice President, Wealth Planner - Sugar Land, TX
Fidelity Investments —Sugar Land, TX
- Full-time
- 5 years
- Bachelor's degree
- Psychology
Financial Advisor Associate
Stifel —Houston, TX
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
2d
Wealth Management Associate
Equitable Advisors —Houston, TX
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market
Bank of America —Houston, TX
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Financial Advisor - PNC Wealth Management
PNC Financial Services Group —Houston, TX
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Analyst
HUB International —Houston, TX
- Full-time
- Mid-level
- Office
- High school diploma or GED
7d
Wealth Management Associate
Inscription Capital —Houston, TX
- $60,000 a year
- Full-time
- Office
- In-person
- Communication skills
- Health insurance
- 401(k) matching
Quick Apply
2d
Financial Advisor
CORDA Investment Management —Houston, TX
- Full-time
- Hybrid work
- Mid-level
- Office
- 2 years
Quick Apply
Private Client Relationship Manager
First Horizon Bank —Houston, TX
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account

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Investment Consultant - Katy, TX

Fidelity Investments -
Katy, TX

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Job Details

Full-time

Benefits

Tuition reimbursement

Qualifications

Customer follow-ups
Customer communication
Series 7
Portfolio management advisory services
Initial Contact (sales skills)
Financial goal setting advisory services
FINRA License
Experience practicing in the securities industry
Solution selling approach
Sales follow-up

Full Job Description

Job Description:

Investment Consultant

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

The Expertise We’re Looking For

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

The Skills You Bring

You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment

Note: Fidelity will not provide immigration sponsorship for this position.

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.

Please note this role requires in-person attendance in the assigned Branch location.

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 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

wealth manager jobs in katy tx

Investment Consultant - Katy, TX

Willis Johnson Wealth Residency Program

Account Manager, Wealth Management Advisory

Private Wealth Advisor I/II/III

Financial Advisor

Financial Advisor/Wealth Manager - Houston, TX

Registered Private Wealth Client Associate

Advisor - Houston

Associate Financial Advisor

PWM Investment Portfolio Manager

Financial Advisor

Vice President, Wealth Planner - Sugar Land, TX

Financial Advisor Associate

Wealth Management Associate

Merrill Advisor Development Program - Financial Advisor: Houston Galleria Market

Financial Advisor - PNC Wealth Management

Financial Analyst

Wealth Management Associate

Financial Advisor

Private Client Relationship Manager

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Investment Consultant

The Purpose of Your Role

The Expertise We’re Looking For

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Our Investments in You

The Value You Deliver

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