Financial Representative - Houston, TX (Champion Forest)

Fidelity • Houston, TX

15h • Onsite

About The Position

As a Financial Representative, you will 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 mission is for the Financial Representative 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 finding opportunities to deepen relationships. You will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
• Superb interpersonal skills and passion to engage with clients
• The ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity
• Must obtain Series 07, Series 63, Series 65, and Series 66 FINRA licenses.

Nice To Haves

• Experience in banking, insurance, or financial services is a plus
• A degree, equivalent experience, or other professional certifications are beneficial

Responsibilities

• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships
• Proactively identify opportunities and make effective introductions to drive the success and growth of the branch
• Act as a subject matter specialist in compliance and all front lobby transactions
• Partner and contribute to branch success by finding opportunities to deepen relationships

Benefits

• Competitive total rewards package, including a stable base salary
• Benefit programs designed to help you and your family strike the right balance
• Training in-branch, regionally, nationally, and virtually
• Tuition reimbursement program can help obtain a CFP, degree, or equivalent credential

What This Job Offers

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