Financial Representative - Katy, TX

Fidelity • Cinco Ranch, TX

6d

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere that inspires client dedication and engagement. Through integrity and honesty, this role builds positive, lasting client relationships and provides rewarding interactions. As a subject matter specialist in compliance and front-lobby transactions, the representative supports branch success by identifying opportunities to deepen client relationships.

The representative provides daily support to Fidelity clients, delivers an exceptional experience, proactively identifies opportunities, and makes effective introductions that contribute to branch growth. The role also serves as a technology champion by adopting new tools and sharing knowledge with the branch team. Fidelity provides training and onboarding in-branch, regionally, nationally, and virtually, along with resources and support to prepare for required securities licenses.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Superb interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Willingness to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Must obtain the Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Build positive, lasting client relationships through integrity, honesty, and engaging interactions.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to the success and growth of the branch.
• Champion new technology tools, adopt them early, and share knowledge to enhance team capabilities and performance.

Benefits

• Competitive total rewards package, including a stable base salary.
• Tuition reimbursement program that can help associates obtain a CFP, degree, or equivalent credential.
• Training and onboarding provided in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed