Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Sugar Land, TX in Sugar Land, TX vacancy
  •  ...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 Land
    Suggested
    Full time
    Flexible hours

    PAM Voyages Behavioral Health of Sugar Land

    Sugar Land, TX
    1 day ago
  •  ...Intern As a Branch Intern, you play a key role in the client experience at a Fidelity Investor Center. Working alongside expert financial professionals, you will provide exceptional customer service, assist with a broad range of investment products and services, and... 
    Suggested
    Full time
    Internship
    Summer internship

    Fidelity Communications

    Sugar Land, TX
    2 hours ago
  •  ...is our strength and at the forefront of a workplace environment welcoming to all. Live Here! Work Here! Part-Time-Library Clerk-Sugar Land Responds to patron inquiries by phone and in person. Shelves library materials, maintains shelf order. Charges/discharges library... 
    Suggested
    Hourly pay
    Full time
    Part time
    Local area
    Weekend work
    Afternoon shift

    Fort Bend

    Sugar Land, TX
    2 days ago
  •  ...through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-...  ...: 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... 
    Suggested
    Work experience placement
    Flexible hours

    Wells Fargo

    Missouri City, TX
    4 days ago
  •  ...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... 
    Suggested
    Full time
    Local area

    Capital Bank

    Sugar Land, TX
    a month ago
  • Prosperity Bank in Sugar Land, TX, is seeking a Full-Time Teller to handle deposits, withdrawals, and a variety of cash handling duties. You will balance cash, verify documents, and service customers with professionalism, while promoting bank products and services. IRS... 
    Full time

    Prosperity Bank

    Sugar Land, TX
    1 day ago
  •  ...Clerk Pay Rate: 21/HR Location: 205 Industrial Blvd, Sugar Land TX The candidate MUST have credit union and/or banking experience as a Member Service Representative. MUST meet all the criteria in job description. Credit check required. Manager must review before... 
    Work at office

    AA2IT

    Sugar Land, TX
    2 days ago
  • 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

    Brazos Valley Schools Credit Union

    Sugar Land, TX
    1 day ago
  • 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... 

    Brazos Valley Schools Credit Union

    Sugar Land, TX
    1 day ago
  • 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... 

    PAM Voyages Behavioral Health of Sugar Land

    Sugar Land, TX
    11 hours ago
  • $43.96k

     ...cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create...  ...or any class of associate at any time. Location Details Sugar Land Location: Sugar Land, Texas Equal Opportunity Employer/... 
    Full time
    Flexible hours

    Regions Financial

    Sugar Land, TX
    3 days ago
  •  ...infrastructure developer with a key office in Sugar Land. This organization is a leader in...  ...renewable technologies. Known for their financial strength and strategic vision, they offer...  ...Analyst to join their team in Sugar Land, TX. In this role, you will play a critical part... 
    Work at office

    Renewyx

    Sugar Land, TX
    1 day ago
  •  ...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 paid
    Work at office

    Competitive Power Ventures, Inc.

    Sugar Land, TX
    4 days ago
  • 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

    Houston Federal Credit Union

    Sugar Land, TX
    11 hours ago
  •  ...through food and home experiences. Headquartered in Sugar Land, Texas, Tramontina USA, Inc. is part of a...  ...is looking for a reliable and detail oriented Financial Analyst - Account Payable to join our team in Sugar Land, TX. No staffing agencies, please. Only local candidates... 
    Local area

    Tramontina

    Sugar Land, TX
    3 days ago
  •  ...Financial Services Representative Responsible for performing a broad variety of financial services as needed at multiple locations...  ...online, Master Money, ATM services or deposit accounts. Tele-consulting Meets goals set on scorecard Assumes responsibility for... 
    Full time
    Work at office
    Work from home
    Night shift
    Afternoon shift
    Weekday work

    Prosperity Bank

    Stafford, TX
    4 days ago
  • Bilingual Personal Banker #334-30124 Location FCB Missouri City Kroger, 6200 Hwy. 6 S., Missouri City, Texas, United States Position Type Full Time Requirements At least 18 years of age High school diploma, high school equivalency or currently attending high school Ability...
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First Convenience Bank

    Missouri City, TX
    3 days ago
  •  ...Plains State Bank in Sugar Land, TX, seeks an administrative assistant to provide clerical support to commercial loan officers, handling loan worksheets, title work, and related documentation to service banking needs. The role requires strong written and verbal communication... 

    Plains State Bank

    Sugar Land, TX
    18 hours ago
  • 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... 

    Trustmark Bank

    Sugar Land, TX
    11 hours ago
  • 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... 

    Competitive Power Ventures, Inc.

    Sugar Land, TX
    2 hours ago
  • Houston Federal Credit Union in Sugar Land, TX, is seeking a resilient Member Service Representative (MSR)/Teller to join our branch team...  ...and communication skills to build trusted member relationships and meet financial needs. #J-18808-Ljbffr Houston Federal Credit Union

    Houston Federal Credit Union

    Sugar Land, TX
    2 days ago
  • $21 - $25 per hour

     ...Member Service Representative Location: 205 Industrial Blvd, Sugar Land TX Pay Rate: $21.00 - $25/HR Candidate MUST have credit union and/or banking experience as a Teller. MUST meet all the criteria in job description. Credit Check required. Manager must review... 
    Work at office
    Shift work
    Night shift

    AA2IT

    Sugar Land, TX
    2 days ago
  • Tramontina USA, Inc. is seeking a reliable Financial Analyst - Accounts Payable to join our Sugar Land, TX team. You will process vendor invoices, manage payments, and maintain accurate records in a manufacturing environment. You’ll collaborate with Procurement, Finance... 

    Tramontina

    Sugar Land, TX
    3 days ago
  • 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... 

    Tramontina USA, Inc.

    Sugar Land, TX
    3 days ago
  • FIRST SERVICE CREDIT UNION in Sugar Land, Texas, seeks a Member Service Representative. This role prioritizes delivering superior service to members while efficiently handling transactions and performing account maintenance. Candidates should possess customer service skills... 

    FIRST SERVICE CREDIT UNION

    Sugar Land, TX
    2 days ago
  •  ...PNC's retail organization, you will be based in Missouri City, TX. *Bilingual Spanish Preferred. PNC is an in-office company...  ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Missouri City, TX
    17 hours ago
  • TDECU is seeking a Senior Commercial Loan Officer in Sugar Land, Texas. The ideal candidate will oversee the origination of various commercial loans, develop new business relationships, and maintain a portfolio that maximizes profitability while minimizing risk. A bachelor... 

    TDECU

    Sugar Land, TX
    1 day ago
  • ParkerJoe in Sugar Land, TX seeks energetic Part-Time Style Advisors to create a fun shopping experience for boys and their families while helping customers find clothing, gifts, and more. In this role you will assist with styling, sizing, and personalized recommendations... 
    Part time
    Weekend work
    Afternoon shift

    First Colony Mall

    Sugar Land, TX
    2 days ago
  • Prosperity Bank is seeking a Personal Banker Floater (Full Time) for SB Stafford, TX. The role encompasses teller functions, customer service, account maintenance, and cross-selling bank services, across multiple locations. Strong emphasis on accurate cash handling, problem... 
    Full time

    Prosperity Bank

    Stafford, TX
    1 day ago
  •  ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset... 
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Sugar Land, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Sugar Land, TX. Be the first to apply!