22 jobs for "Financial Representative - Katy, TX"

Financial Services Representative - Naples, FL

At Fidelity Investments - Remote / Flexible

Posted on Oct 15

View job Apply on company site

LATAM Real Estate Site Leader and Project Management

At Kyndryl - Remote / Flexible

Posted on Sep 25

View job Apply on company site

LATAM Real Estate Site Leader and Project Management

At Kyndryl - Remote / Flexible

Posted on Sep 23

View job Apply on company site

Business Development Representative

At Experian - Remote / Flexible

Posted on Oct 27

View job Apply on company site

Customer Support Representative - Omaha / Lincoln, NE area ONLY

At Fidelity Investments - Remote / Flexible

Posted on Jul 17

View job Apply on company site

Inside Sales Representative (Accepting Applications for Upcoming Classes)

At Achieve - Remote / Flexible

Posted on Aug 4

View job Apply on company site

Enterprise Business Development Representative - Remote

At Experian - Remote / Flexible

Posted on Nov 6

View job Apply on company site

Lead Services Specialist - Contract Performance Mgmt

At GE Vernova - Remote / Flexible

Posted on Oct 28

View job Apply on company site

Senior Project Manager - Refuel Floor

At GE Vernova - Remote / Flexible

Posted on Oct 16

View job Apply on company site

Insurance Representative I - Bilingual

At GM Financial - Remote / Flexible

Posted on Nov 4

View job Apply on company site

Director, Government & Regulatory Affairs (Hybrid - Washington D.C.,)

At Broadridge - Remote / Flexible

Posted on Oct 24

View job Apply on company site

Protection Account Manager - Strategic Sales

At GM Financial - Remote / Flexible

Posted on Oct 27

View job Apply on company site

Insurance Sales and Service Representative I

At GM Financial - Remote / Flexible

Posted on Oct 22

View job Apply on company site

Business Development Representative (German/English Speaking)

At FloQast - Remote / Flexible

Posted on Oct 21

View job Apply on company site

Business Development Representative (Audit/Accounting Experience), West Coast

At FloQast - Remote / Flexible

Posted on Oct 19

View job Apply on company site

Business Development Representative, West Coast

At FloQast - Remote / Flexible

Posted on Oct 19

View job Apply on company site

Customer Portfolio Manager Hybrid Services

At GE Vernova - Remote / Flexible

Posted on Oct 6

View job Apply on company site

VP of Government Affairs

At KinderCare Learning Companies - Remote / Flexible

Posted on Sep 9

View job Apply on company site

Canadian Private Client Adviser

At Fisher Investments - Remote / Flexible

Posted on Jul 8

View job Apply on company site

Business Development Representative - MENA (Cyprus or Israel)

At BitGo - Remote / Flexible

Posted on May 4

View job Apply on company site

Fidelity Investments

Financial Services Representative - Naples, FL

Remote / FlexiblePosted 24 days ago

Apply on company site View full job

Fidelity will not provide immigration sponsorship for this position.

Job Description:

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses-fully sponsored by Fidelity. You'll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
Build and Solidify Skills: You'll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You'll also have dedicated weekly time for development, networking, and training. After completing the program, you'll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you'll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you'll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

High energy and enthusiasm with a demonstrated passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a profession in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
Coachability, collaboration, and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don't need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

About Fidelity Investments

A privately- held financial services company that is committed to helping people invest and plan for their futures.

Size: 10,000+ employees
Industry: Financial Services

View company profile