Financial Representative - Katy, TX
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, the representative develops positive, long-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 role provides daily support to Fidelity clients, delivers an exceptional experience, and helps drive branch growth through proactive opportunity identification and effective introductions. The position also serves as a technology champion, adopting new tools and sharing knowledge with the team. Fidelity provides resources and support to prepare associates for required Series 7 and Series 66 licenses, along with in-branch, regional, national, and virtual training. The position is based in Katy, Texas. Fidelity is transitioning toward a full-time onsite working model through a phased rollout, so onsite expectations may vary by role and location and may evolve.
Requirements
- Customer service, phone-based support, or financial services experience provides a strong foundation for success.
- Obtain the required Series 7 and Series 66 licenses; Fidelity provides preparation resources and support.
- Strong interpersonal skills and a passion for engaging with clients.
- Ability to assess client needs and identify opportunities.
- Attention to detail and ability to prioritize.
- Organizational skills to manage multiple tasks.
- Willingness to embrace feedback, foster collaboration, and approach challenges with curiosity.
- Fidelity will not provide immigration sponsorship for this position.
Nice To Haves
- Experience in banking, insurance, or financial services.
- A degree, equivalent experience, or other professional certifications are beneficial.
- Interest in pursuing a CFP, degree, or equivalent credential; tuition reimbursement may help support this.
Responsibilities
- Serve as the official face of Fidelity and help shape the branch atmosphere.
- Engage clients with integrity and honesty to develop long-lasting relationships and client dedication.
- Serve as a subject matter specialist in compliance and front-lobby transactions.
- Provide daily support to Fidelity clients and deliver an exceptional client experience.
- Proactively identify opportunities to deepen client relationships and make effective introductions.
- Contribute to branch success and growth.
- Champion technology by adopting new tools and sharing knowledge to improve team capabilities and performance.
Benefits
- Competitive total rewards package, including a stable base salary.
- Benefit programs intended to support associates and their families.
- Training in-branch, regionally, nationally, and virtually.
- Tuition reimbursement program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
