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Fidelity Investments · 1 day 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 key role in enhancing client relationships and branch success. The representative will engage with clients, assess their needs, and contribute to the overall positive atmosphere of the branch.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

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

Act as a technology champion for the branch, adopting and sharing new technology with the team

Qualification

Customer service experienceBanking experienceFINRA Series 7 licenseFINRA Series 63 licenseAttention to detailOrganizational skillsCoachableCuriousInterpersonal skillsCollaborative

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

Benefits

Tuition Reimbursement program

Company

Fidelity Investments

Glassdoor4.3

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.

Founded in 1946

Boston, Massachusetts, USA

10001+ employees

https://www.fidelity.com

Funding

Current Stage

Late Stage

Total Funding

$152.82M

Key Investors

Apple

2020-12-28Secondary Market· $2.5M

2018-01-14Secondary Market· $1M

2017-05-03Secondary Market· $12.5M

Leadership Team

Abigail Johnson

Chairman & CEO

Jeanmarie Ward

Senior Vice President of Architecture

Recent News

Portfolio Adviser

Fidelity’s Tennant: Understanding your emotional biases is incredibly important

2026-01-20

DealStreetAsia

India reins in booming quick commerce over '10-minute' delivery claim

2026-01-16

IndiaTimes

Walmart's Flipkart, Swiggy drop 10-minute delivery claim in India

2026-01-16

Company data provided by crunchbase