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Fidelity Investments · 5 days ago

Financial Representative - Katy, TX

Katy, TX

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is seeking a Financial Representative who will play a crucial role in fostering client relationships and enhancing the branch atmosphere. This role involves engaging with clients, supporting branch success, and identifying opportunities to deepen client relationships.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Make a key impact on the branch atmosphere as the official face of Fidelity

Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity

Partner and contribute to branch success by identifying opportunities to deepen relationships

Offer support to Fidelity’s most valuable clients daily

Identify leads and make effective introductions to impact the success of the branch

Be a technology champion for the branch, adopting and sharing new technologies

Qualification

Customer service experienceFinancial services experienceSeries 7 licenseSeries 63 licenseBanking experienceInsurance experienceCoachabilityCuriosityInterpersonal skillsAttention to detailOrganizational skillsCollaboration

Required

Customer service, phone, or financial services experience will prepare you for this role

Banking, insurance, or financial experience is an excellent addition to your experience

We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses

Superb interpersonal skills and passion to engage with clients

An aptitude to assess client needs and identify opportunities

Remarkable attention to detail and ability to prioritize

Organizational skills to manage multiple tasks

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

Preferred

Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one