Financial Consultant - Sugar Land, TX
Fidelity Investments Inc.
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Expertise and Skills You Bring Proven success in building relationships, uncovering needs, and recommending solutions FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire Ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Coachable, collaborative, and curious are key attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, takes initiative and exceeds customer expectations Extensive knowledge of investment solutions The Team Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! 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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Sales 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. #J-18808-Ljbffr Fidelity Investments Inc.
- ...Investor Center, you will develop customized financial plans utilizing a wide range of... ...expectations Outstanding communication and consultative skills, and thrives in a fast-paced... ...individuals with certain Criminal Histories.SummaryLocation: Sugar Land, TXType: Full timeSuggestedFull timeWork at officeLocal area
- ...relationships through proactive, meaningful conversations that support financial well-being and deepen engagementLead discovery-driven... ...eligible for Visa sponsorshipPosting Location:1720 Hwy 6, Sugar Land, TX 77478Posting End Date:1 Nov 2026*Job posting may come down early...SuggestedWork experience placementFlexible hours
- ...Employee Assistance Program, including counseling, legal, and financial services Flexible spending (FSA) and health savings (HSA) accounts... ...comfortable with A/R follow-up, patient collections, and driving payments. #J-18808-Ljbffr PAM Voyages Behavioral Health of Sugar LandSuggestedFull timeFlexible hours
$55k - $75k
...contributions truly matter. Location: Onsite | Sugar Land , TX Compensation: $55-75K (hourly, non exempt) Hours... ...stage of the enrollment funnel—from the initial consultation and presentation to financial documentation and final onboarding. Successful candidates...SuggestedHourly pay$50k - $60k
...salary of $50,000–$60,000, with a strong performance bonuses that can take total earnings up to $100,000 per year. Location : Sugar Land campus PURPOSE OF POSITION: An ideal Career Services team member has previous recruiting experience. They are upbeat,...SuggestedWork at officeNight shift- Part-Time-Library Clerk-Sugar Land page is loaded## Part-Time-Library Clerk-Sugar Landlocations: Sugar Land, TXtime type: Part timeposted on: Posted Yesterdayjob requisition id: JR1601-10-26**If you are a current Fort Bend County employee (excluding election workers):*...Hourly payFull timePart timeLocal areaWeekend workAfternoon shift
- Teller PositionPerform numerous functions including processing deposits, withdrawals, posting to general ledger accounts, cashing negotiable items, processing loan payments, savings bonds, and cashier’s checks while promoting the bank’s products and services and providing...Part timeWork at officeMonday to FridayNight shiftAfternoon shiftWeekday work
- Fidelity Investments Inc. in Sugar Land, TX invites experienced financial professionals to join our Investor Center. You will mentor clients, provide personalized planning, and expand the firm’s reach by leveraging an existing client base and robust resources. You will...
- Bank of America in Sugar Land, TX is seeking a Financial Solutions Advisor Stage I to begin by obtaining securities licenses (SIE, Series 7 and 66) and to develop skills in client acquisition, needs-based advice and relationship management. You will join a program that...
- East West Bank is seeking a Relationship Banker in Sugar Land, TX. You will manage relationships, identify clients’ long-term financial needs, and offer tailored product solutions across banking channels. Responsibilities include meeting quarterly goals, developing loans...
- ...Banker Floater (Full Time) - SB Stafford, TX Full Time Floater 2 days ago Requisition... ...for performing a broad variety of financial services as needed at multiple locations... ...ATM services or deposit accounts. Tele-consulting Meets goals set on scorecard Assumes responsibility...Full timeWork at officeWork from homeMonday to FridayNight shiftAfternoon shiftWeekday work
- East West Bank is seeking a Relationship Banker in Sugar Land, TX to manage and grow client relationships while meeting sales targets.... ...term wealth and business relationships. The role emphasizes consultative sales, product knowledge, and a strong client-first approach...
- Brazos Valley Schools Credit Union in Sugar Land, TX invites a friendly Member Service Representative to join our on-site team. In this role you assist members with financial transactions, including deposits, withdrawals, loan payments and issuing money orders or gift...
- Job DetailsJob Location: FB ISD Career Tech Center - Sugar Land, TX 77479Role: Assists members with financial transactions, to included receiving and disbursing cash and other negotiable instruments. Essential Functions & Responsibilities include but are not limited to...Work at office
- Fidelity Investments Inc. is seeking a Financial Advisor to work in the Investor Center in Sugar Land, TX. You will develop customized financial plans for existing... ...engagement, on-site work, and a proactive, consultative approach in a fast-paced #J-18808-Ljbffr Fidelity...Work at officeLocal area
- PAM Voyages Behavioral Health of Sugar Land seeks a Financial Counselor to join our inpatient team. The role involves verifying eligibility with third-party payers, providing cost estimates, and guiding patients through the financial process before admission. The ideal...
- Financial Analyst - Account PayableAt Tramontina USA, Inc., we are building more than cookware... ...and home experiences.Headquartered in Sugar Land, Texas, Tramontina USA, Inc. is part of a... ...Payable to join our team in Sugar Land, TX. No staffing agencies, please. Only local...Full timeCasual workWork at officeLocal areaMonday to Friday
- ...Business Banker to develop and manage a portfolio of commercial banking relationships in the Sugar Land area. You will originate and service loans up to $5MM, provide financial guidance, and collaborate with partners to deliver deposit and cash management solutions. The...
- ...MD, and offices in Braintree, MA and Houston, TX, is uniquely positioned to leverage global technology and financial partnerships to help modernize America’s power... ...to the Director of Finance and be based in our Sugar Land, TX office. Responsibilities Cash and AR Facility...Daily paidWork at office
- Houston Federal Credit Union in Sugar Land, TX is seeking a dedicated Member Service Representative / Teller to deliver friendly, accurate service and support a full range of financial products. You will open and maintain consumer and business accounts, process teller...Full time
- ...more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed... ...Brazos Town Center : 6511 Reading Rd, Rosenberg, TX 77471 First Colony : 4660 Hwy 6, Sugar Land, TX 77478 Fort Bend : 2440 Texas Pkwy, Missouri City...Work experience placementFlexible hours
- A regional financial institution in Sugar Land, Texas is looking for a Relationship Banker. The role involves identifying customer needs, processing various transactions, and achieving sales goals. Candidates should possess a high school diploma and have 2 years of customer...
- A leading energy company in Sugar Land, TX, seeks an experienced Financial Analyst to support financial operations and liquidity management. The successful candidate will monitor cash flows, perform credit support analyses, and assist in monthly closing activities. Required...
- ...Location This role is primarily based at our office in Sugar Land, TX. Occasional local travel may be required between company offices... ...for Board materials, including the leadership dashboard, financial update slides, and the key initiatives appendix tracker....Contract workWork at officeLocal area
$3,000 per month
...transactions and maintaining a high level of professionalism. This position will be required to assist at the Rosenberg, Needville and Sugar Land locations as needed.Essential functions:Receives and processes deposits.Receives and processes loan payments.Cashes checks and...Temporary workBank staffNight shift- Member Service Representative / TellerLocation: Sugar Land Branch, Houston, TX 77479Employment Type: Full TimeWork Hours: Branch Hours: Monday -... ...delivering exceptional service while supporting a full range of financial products and services. This role is responsible for...Full timeWork at officeMonday to Friday
- ...community through several organizations. I’m a member of the Sugar Land Exchange Club, Vice President of Fort Bend Crime Stoppers, an... ...a professional money manager, and a 401k to support long-term financial wellbeing. We’re fast-paced, growing quickly, and looking for...Work at officeFlexible hours
- ...technical specifications, particularly within financial services frameworks . Collaborate with... ...Other Industries: IT Services and IT Consulting Referrals increase your chances of... ...about new Business System Analyst jobs in Sugar Land, TX . #J-18808-Ljbffr Ehub Global IncContract work
- Tramontina USA, Inc. is seeking a reliable Financial Analyst - Accounts Payable in Sugar Land, TX. You will manage vendor invoices, payments, and costing data within a manufacturing context, ensuring accuracy and compliance. You will collaborate with Procurement, Finance...
- Frost Bank in Sugar Land, TX is seeking a Relationship Administrative Specialist to support Loan Officers with policy implementation, reporting, and coordinating loan closings. You’ll act as a liaison between Officers and department staff. The ideal candidate has 3+ years...
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