Job Description:

At Fidelity, we help our clients and our associates achieve success through relationships, built on effective planning and advice. With a focus on Financial Consultant development and collaboration, you will be provided with various resources to maximize and ensure successful client outcomes.

As a Team Leader of Financial Consultants, you will lead a team of Financial Consultants whose objective is to develop a book of clients – acquire, retain, and develop assets, providing complex financial planning solutions while deepening customer relationships over the long-term. Help team apply knowledge of all investment products and appropriate Fidelity guidance to customer interactions Ensure compliance with regulatory requirements through observing client interactions, reviewing trade logs and employee files, monitoring VP/FC guidance appointments and RM phone interactions.

The Expertise We’re Looking For

Previous management or supervisory experience in financial services; Sales management and/or Sales experience preferred

Your passion to coach, develop and lead others enables you to find happiness in all areas of life. You understand the ins and outs of what it takes to be successful and motivate others to achieve their goals

Ability to motivate and encourage a team to increasingly higher levels of performance in customer interactions and sales production, and long-term relationships

Understanding of Fidelity High Net Worth solutions including Managed Accounts and Insurance Solutions

Desire and ability to assist and develop employees — includes mentoring and feedback, career development, and handling escalated calls

Consistent track record of consistently delivering top results

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The Purpose of Your Role

Our mission is to provide our clients with outstanding service, a long-term relationship, and to ensure clients have a financial plan in place to reach their desired outcomes. We strive to drive business opportunities by building a strong planning and advisory team that will embrace the company vision and cultivate long term client relationships while ensuring high levels of customer loyalty.

The Skills You Bring

​Outstanding leadership skills and ability to coach and inspire your planning team to grow and develop

A passion for hiring, mentoring, and developing associates

Inspired by a real passion for working collaboratively, improving efficiency, and fostering and implementing new insights

Positive demeanor, empowering business professionalism and strong work ethic with high level of integrity

Knowledge of financial solutions and planning

Partner with peers locally and nationally to maintain a culture of collaboration, success, and reward

Experience with regulatory and compliance practices and rules

Series 7 and Series 9/10 required, ability to obtain Series 66 within 90 days

The Value You Deliver

You are a key leader in the Westlake, TX Regional Center and beyond. As someone who leads, recruits, and works closely with other parts of the organization, inclusive team building with diversity of thought process is critical to your success. Develop relationship acumen through dedicated mentoring and coaching.

Mentor and develop Financial Consultants to deliver an outstanding experience to our clients

Encourage your team to drive outstanding planning conversations and long-lasting client relationships

Contribute to and influence a collaborative and inspiring team culture

Empower the Financial Consultant team to build personalized plans that support their development towards career goals

Being coachable, collaborative, and curious are your "go to" attributes

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com

Fidelity Investments is an equal opportunity employer.

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working(opens in a new tab)

Certifications:

Series 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 63 – FINRA, Series 66 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.