Top 219 Investment consultant Jobs in Texas

Investment Consultant - Katy, TX
Fidelity Investments —Katy, TX
- Full-time
- Mid-level
- Office
- Communication skills
- Tuition reimbursement
PWM Investment Consultant - Relationship Manager
Morgan Stanley —Dallas, TX
- Full-time
- 5 years
- Office
- Business development experience
Retirement Income Consultant
TIAA —Frisco, TX
- $72,800 - $90,000 a year
- Online Application
- Mid-level
- Business development experience
- In-person
Financial Consultant - Financial Solutions Branch (Westlake, TX)
Charles Schwab —Westlake, TX
- $74,400 - $113,900 a year
- 5 years
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan
Consulting Actuary
Martin and Company —Texas
- $120,000 - $150,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- 5 years
- Health savings account
- Paid holidays
Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Houston, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
VP Financial Consultant - Plano, TX
Charles Schwab —Plano, TX
- $75,000 - $115,000 a year
- Office
- Business development experience
- Senior level
- Paid parental leave
- Employee stock purchase plan
2d
Financial Advisor (Entry Level)
Equitable Advisors —San Antonio, TX
- $24,000 - $125,000 a year
- Weekends as needed
- Background check
- Sales
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor - Austin, TX
North Star Resource group —Austin, TX
- $40,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Office
Quick Apply
9d
Financial Services Consultant - Non Registered - Frisco, TX National Contact Center
TIAA —Frisco, TX
- $22.60 - $28.85 an hour
- Online Application
- Background check
- Writing skills
- No experience needed
Investment Management Consultant II - Westlake, TX
Fidelity Investments —Westlake, TX
- Full-time
- Mid-level
- Office
- Bachelor's degree
Investment Consultant (External Wholesaler)
City National Bank —Austin, TX
- $101,231 - $172,355 a year
- Full-time
- Remote
- Up to 50% travel
- Master's degree
- Business development experience
- Health insurance
- Dental insurance
Senior Wealth Strategy Consultant
Curvion Blue —Dallas, TX
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Investment Banking Consultant
Accenture —Houston, TX
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Insurance & Investment Consultant
Argumedo and Associates —Houston, TX
- $25,000 - $100,000 a year
- Part-time
- Hybrid work
- HIPAA
- No experience needed
- Marketing
- Tuition reimbursement
- Work from home
Quick Apply
9d
Consultant
LCG Associates —Dallas, TX
- Email
- Research
- Mid-level
- Office
Client Relations & Financial Consultant
Luxe Wealth Group —Arlington, TX
- $5,000 - $30,000 a month
- Part-time
- Hybrid work
- Sales
- Financial services
- Leadership
- Flexible schedule
- Life insurance
Quick Apply
Wealth Advisor
Aprio —Dallas, TX
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
Senior Consultant
CRExSoftware —Dallas, TX
- Full-time
- Hybrid work
- Azure
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Family Office Consultant I
BOK Financial —Dallas, TX
- Word processing
- Office
- 3 years

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investment consultant jobs near texas

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.

Apply Now

Refine Your Search

investment consultant jobs in texas

Investment Consultant - Katy, TX

PWM Investment Consultant - Relationship Manager

Retirement Income Consultant

Financial Consultant - Financial Solutions Branch (Westlake, TX)

Consulting Actuary

Fiduciary Advisor - Houston Metro - 100K Base + Uncapped Performance-Based Upside

VP Financial Consultant - Plano, TX

Financial Advisor (Entry Level)

Financial Advisor - Austin, TX

Financial Services Consultant - Non Registered - Frisco, TX National Contact Center

Investment Management Consultant II - Westlake, TX

Investment Consultant (External Wholesaler)

Senior Wealth Strategy Consultant

Investment Banking Consultant

Insurance & Investment Consultant

Consultant

Client Relations & Financial Consultant

Wealth Advisor

Senior Consultant

Family Office Consultant I

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