Financial Representative - Houston, TX; Highland Village

Financial Representative - Houston, TX (Highland Village)

Join Fidelity Investments as a Financial Representative. You will be the official face of Fidelity, inspiring client dedication and building long-term relationships.

• Serve as a subject matter specialist in compliance and front lobby transactions.
• Partner and contribute to branch success by identifying opportunities to deepen client relationships.
• Act as a technology champion, adopt new tools and share knowledge with the team.
• Support clients by assessing needs, identifying opportunities, and providing financial advice.

• Customer service, phone or financial services experience.
• Experience in banking, insurance or finance is a plus.
• Ability to assess client needs and identify opportunities.
• Exceptional interpersonal and communication skills.
• Attention to detail and strong organizational and prioritization skills.
• Coachable, collaborative and curious.
• Degree and/or professional certifications helpful; tuition reimbursement available for CFP or other degrees.

Fidelity will support obtaining Series 7, 63, 65 and 66 licenses.

• Competitive total rewards package with a stable base salary.
• Training available in-branch, regionally, nationally and virtually.
• Comprehensive benefits program for you and your family.

Hybrid schedule: onsite every other week (all business days, Monday to Friday). Remote or fully onsite roles do not apply.

Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA and many state securities laws. Certain criminal histories may restrict hiring.