Financial Consultant - Sugar Land, TX
Fidelity Investments
Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The RoleWorking 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 BringProven success in building relationships, uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree 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 oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCoachable, collaborative, and curious are key attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, takes initiative and exceeds customer expectationsExtensive knowledge of investment solutionsThe TeamFidelity’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 ModelFidelity 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 - FINRACategory:SalesPlease 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.SummaryLocation: Sugar Land, TXType: Full time
- ...Most Ethical Companies Job Info Job Identification 4645 Job Category Business Operations Locations 2109 Highway 6, Sugar Land, TX, 77478, US (On-site) Job Shift Day Brand Coldwell Banker Realty EEO Statement EOE including disability/veteran Please...SuggestedContract workWork at officeLocal areaRelocationShift work
- ...process. Information Security Assurance Analyst - Sugar Land or Lubbock Full Time Security Analyst LUBBOCK ANNEX, Lubbock, TX, US 3 days ago Requisition ID: 10971... ...and highly regulated environments. Banking or financial services industry experience preferred. Required...SuggestedFull timeWork experience placementWork at officeMonday to Friday
- ...Employee Assistance Program, including counseling, legal, and financial services Flexible spending (FSA) and health savings (HSA) accounts... ...required. Psych experience preferred. Experience in billing, accounting or related field. #J-18808-Ljbffr PAM Voyages of Sugar LandSuggestedFull timeFlexible hours
$50k - $60k
...contact this employer to ask for an accommodation or an alternative application process. Career Services Advisor- Sugar Land (Hybrid) Professional Sugar Land, TX, US 17 days ago Requisition ID: 1422 Salary Range: $50,000.00 To $60,000.00 Annually At MyComputerCareer ,...SuggestedWork at officeNight shift- ...Part-Time Library Clerk-Sugar Land Fort Bend County is ranked as one of the fastest growing counties in the nation. We have capitalized... ...and all other applicable federal, state and local laws regarding disability discrimination and accommodation. Fort Bend County, TXSuggestedHourly payFull timePart timeLocal areaWeekend workAfternoon shift
- MyComputerCareer is seeking a Career Services Advisor in Sugar Land, TX, a hybrid role. You will provide career guidance, coach students on resumes and interview skills, and build a pipeline of job leads with local employers. You will cultivate relationships with employers...Local area
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- ...Fidelity in Sugar Land, TX is seeking a Vice President, Wealth Planner, focusing on building meaningful relationships with clients through personalized financial strategies. This role requires significant experience in financial services and a proven track record in client...
- ...streamline their operations. Based in Sugar Land, TX, our mission is helping customers achieve... ...Services — and will serve as the financial conscience of those organizations. Beyond... ...finance, investment banking, management consulting, or a comparable analytical role within...Remote work
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- ## Relationship Banker Business SpecialistApplylocations: TX - Sugar Land (77478)time type: Full timeposted on: Posted Todayjob requisition... ...meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies...Work experience placementWork at officeShift work
- ...Specialist within PNC's retail organization, you will be based in Sugar Land, TX. PNC is an in-office company that fosters a collaborative... ...meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources....Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas; Galveston, Texas; Baytown, Texas; Houston, Texas; League City, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas To proceed with your application...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- BOK Financial Corporation in Sugar Land, TX is seeking a Personal Banker. The role focuses on delivering exceptional client experience, assisting with accounts, loans, and digital banking products. You will participate in a 9-week Banking Navigator training to build the...
- Fifth Third Bank in Sugar Land, TX, invites applicants for a Retail Personal Banker I program. Candidates will rotate through operations... ...The role includes processing teller transactions, proactive financial needs assessment, and cross-selling to deepen customer relationships...Traineeship
- HCSS, a construction software leader in Sugar Land, TX, seeks a Senior Analyst, Corporate FP&A to partner with senior leaders and drive strategic value. You will own cost center budgeting, build robust models, and surface insights that influence investment decisions. Ideal...
- ...Teller within PNC's retail organization, you will be based in Sugar Land, TX. PNC is an in-office company that fosters a supportive... ...Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet...Part timeWork experience placementWork at office
- ...PNC in Sugar Land, TX, is seeking a Part Time Teller to deliver outstanding customer experiences and support daily branch operations. The role emphasizes identifying banking opportunities and educating customers on alternatives while leveraging technology to assist transactions...Part timeWork at office
- ...with business owners, uncovering opportunities, and delivering financial solutions that help companies succeed? Do you enjoy balancing... ...profitability. This is a full-time, on-site role based in Sugar Land TX. What You'll Do Grow Commercial Relationships Develop...Full timeLocal area
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- ...Job Details Job Location: Sugar Land, TX 77479 Position Type: Full Time Employment Type: Full-Time FLSA: Non-Exempt (Hourly) Role Houston... ...Representatives with fraud affidavits and requesting reimbursement for financial loss. Responsible for reviewing, clearing, and submitting...Hourly payFull timeWork at office
$21.82 per hour
...hiring a Bank Teller to start with a Fortune 100 Financial Institution! Branch Location: 310 Highway 6, Sugar Land, Texas, 77478, United States Job Description:... ...is a Contract position based out of Sugar Land, TX. Pay and Benefits The pay range for this position...Full timeContract workTemporary workCurrently hiringMonday to Friday- 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...
$21.82 per hour
Now hiring Bank Tellers in Missouri City, TX Great opportunity to join a top financial institution and grow your career in banking. Why Apply? Stable, full-time schedule Work with a Fortune 100 company Gain experience in banking + customer service Opportunity for...Full timeContract workTemporary workImmediate start- Prosperity Bank and Trust Co. in Sugar Land, TX seeks a Full Time Teller to process deposits, withdrawals, loan payments, and cash handling with a focus on accuracy and customer service. You will balance cash, verify transactions, and promote bank products. Responsibilities...Full time
- Prosperity Bank is seeking a detail-oriented Teller for the First Colony location in Sugar Land, TX. The role involves handling deposits, withdrawals, loan payments, and cashier’s checks while delivering excellent customer service. The position requires strong math and...Full time
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- ...Analyst - Houston/Lubbock/DFW/South Texas Full Time Analyst SUGAR LAND-EAST LAWN, Sugar Land, TX, US Prosperity Bank is an Equal Opportunity Employer.... ...POSITION PURPOSE Responsible for verifying accuracy of financial statements, analyzing credit and financial reports to...Full timeWork at officeMonday to Friday
- Bank of America is seeking a financial advisor in Sugar Land, Texas, responsible for providing tailored financial solutions to clients. You will triage client leads, recommend brokerage products, and help build financial plans. The role requires a strong background in finance...Flexible hours
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