Financial Representative - Sugar Land, TX

Fidelity Investments•Sugar Land, TX

2d•Onsite

About The Position

As a Financial Representative, you make a key impact on the branch atmosphere, serving as the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The purpose of this role is to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.

Requirements

Customer service, phone, or financial services experience.
Ability to learn FINRA licensing material and obtain Series 7 and 63 licenses.
Superb interpersonal skills and passion to engage with clients.
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.

Nice To Haves

Banking, insurance, or financial experience.
CFP or degree.
Series 07 - FINRA
Series 63 - FINRA
Series 65 - FINRA
Series 66 - FINRA

Responsibilities

Serve as the official face of Fidelity, impacting the branch atmosphere.
Inspire client dedication and engagement through integrity and honesty.
Develop long-lasting positive relationships with Fidelity.
Have rewarding interactions with clients.
Act as a subject matter specialist in compliance and front lobby transactions.
Partner and contribute to branch success by identifying opportunities to deepen relationships.
Identify leads and make effective introductions, directly impacting branch success.
Act as a technology champion for the branch, being an early adopter and sharing knowledge.