Financial Representative - Houston, TX (Champion Forest)
Soteria Reinsurance Ltd.
- # Financial Representative - Houston, TX (Champion Forest)Applylocations: Houston, TXtime type: Full timeposted on: Posted Todayjob requisition id: 2133353## ## Job Description:**Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role**We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.## **The Expertise and Skills You Bring*** Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role* Experience in banking, insurance, or financial services is a plus* Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses* A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)* Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance* Superb interpersonal skills and passion to engage with clients* The ability to assess client needs and find opportunities* Remarkable attention to detail and ability to prioritize* Organizational skills to manage multiple tasks* Embraces feedback, fosters collaboration, and approaches challenges with curiosity## **The Team**As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.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. And 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:## Customer ServicePlease 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 Soteria Reinsurance Ltd.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Representative - Houston, TX (Champion Forest) in Brooklyn, NY vacancy
$78k - $163.8k
...Readiness Training / Security Cooperation AnalystRandolph AFB, TX, USApply NowFind out how well you match with this jobJob ID33032... ...will receive comprehensive benefits such as; healthcare, wellness, financial, retirement, family support, continuing education, and time off...SuggestedContract workWork experience placementLocal areaFlexible hours- ...for a seasoned Private Banking Portfolio Manager to join our Team in San Antonio, TX . This role will focus on managing and servicing loan portfolios, spreading and analyzing financial statements, and identifying industry risk. The ideal candidate will have the experience...SuggestedWork experience placementFlexible hours
- Jobtailor is seeking an FP&A professional to support monthly financial reporting, variance analysis, and budgeting processes. The role involves building analyses and models to answer forward-looking questions and collaborating with finance partners to ensure timely, accurate...Suggested
- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York; Forest Hills, New York; Flushing, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Bank of America
Forest Hills, NY4 days ago - ...Join to apply for the Financial representative role at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services...SuggestedFull timeLocal area
Modern Woodmen
Brooklyn, NY1 day ago - Mortgage Loan Specialist (MLO) - TX (Remote) Did you know that Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making...Remote jobWork experience placementLocal areaFlexible hours
$19 per hour
...attributed to our hands on approach to daily operations and our focus on the customer experience. Location: Bexley at Lake Forest - McKinney, TX Pay: Hourly rates are competitive, starting at $19/hour and increasing based on experience + Quarterly Bonuses Schedule:...Hourly payPart timeFlexible hoursShift workWeekday work$105k
...office coverage role on the Natural Resources (Energy) team in Houston. This position is an excellent opportunity for individuals looking... ...the team. This role focuses on developing core competencies in financial analysis, credit risk assessment, and client management within...Full timeImmediate start- ...program and exam assistance—to develop and champion your whole career. What you’d be doing... ...City, NJ; Marlton, NJ; Cincinnati, OH; Houston, TX; Sheboygan, WI—who are tackling the... ...organizations, institutions and communities that represent various backgrounds. We champion...Rotational programInternshipLive inWork at office
SageSure
Jersey City, NJ2 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Flushing, NY3 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Jersey City, NJ20 hours ago- ...Financial Solutions Advisor Registration Candidate - Greater Queens NY Market Forest Hills, New York;Sunnyside, New York; Jamaica, New York To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Jamaica, NY20 hours ago - GardaWorld is hiring a Processing Teller in Houston, TX to verify deposits, balance cash transactions, and process orders delivered by armored carriers. The role emphasizes accuracy, security, and strict compliance in a fast-paced cash-handling environment. You will count...
$40k - $60k
Insurance Account Position - State Farm Agent Team Member Full Time in Richmond, TX Benefits Simple IRA Bonus based on performance Health insurance Opportunity for advancement Paid time off ROLE DESCRIPTION Do you aspire to some day run your own business, be an advisor...Full timeFor contractors- ...Jamaica NY Area - Bilingual Spanish Required Jamaica, New York;Forest Hills, New York; Jamaica, New York; Jamaica, New York; Elmhurst... ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Jamaica, NY1 day ago $20.43 - $32.31 per hour
...committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and... ...40 hours per week) based out of our Manassas, VA financial center at 9012 Church Street. Must be available to be scheduled...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hoursFulton Financial
Brooklyn, NY4 days ago- ...loans, and loans coming due. Participates in community events and represents the bank with distinction. Actively seeks to acquire, service,... ...of a successful candidate. In-depth understanding of the financial industry and federal regulations Excellent planning, coordination...Bank staffWork at office
- Houston, TX, 4225 World Houston Pkwy ste 190, Houston, Texas, United States of America Job Description Posted Monday, August 10, 2026 at 5:00 AM GardaWorld is shaping the future of cash management! We provide our clients with solutions in every phase of their cash supply...Immediate start
- Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice... ...as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred. Professional designations...For contractors
- ...status quo” and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action,... ...for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and...Local area
$70k - $110k
..., and Business Intelligence. The FP&A team is responsible for financial reporting, transformation, budgeting, headcount planning, and... ...positive intent; support teammates and members. Live Good Health — champion healthy habits and balance in how we work and what we ship....Remote jobFull timeFlexible hours- ...Together, we keep getting better - advancing our mission to transform healthcare and serve as a leader of positive change. The Financial Counselor, under the management of the VP for Patient Financial Services, is responsible for all customer service and...
Palisades Medical Center
North Bergen, NJ2 days ago - ...a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If your idea of a dream career combines business...
Lee Nolan & Koroghlian LLC
Staten Island, NY20 hours ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Jersey City, NJ2 days ago$95k - $115k
...Finance Manager, you will play a critical role in ensuring strong financial stewardship while enabling the business to focus on growth and... ...insights, and implementing practical solutions. A champion of culture and compliance who leads with integrity and accountability...Full timeMonday to FridayUnilever
Hoboken, NJ1 day ago- Zions Bancorporation, National Association seeks a Mortgage Loan Specialist (MLO) to support closing, funding, and post-closing processes remotely for Texas. responsibilities include assembling documents, verifying accuracy, and ensuring timely workflow across loan stages...Remote job
- ...for new deposit account sales and client service. Promotes the financial institution and its lending services and deposit services.... ...Business Development and Lender Responsibilities: * Must be a “sales champion” for the deposit and retail loan products of the bank. Must be...Local area
- ...delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and... ...mortgage solutions, or other residential lending activities* Champions the client experience by ensuring continuity, follow-through,...Work at office
- ## Personal Banker I - FloaterApplylocations: Arlington, TX - Matlocktime type: Full timeposted on: Posted Todayjob requisition id:... ...theirs* Provide advice and guidance and help people along their financial journey* Always take action using Integrity, Caring, and Excellence...Monday to Friday
- ...constantly evolving regulatory environment. We are looking for driven professionals who combine an interest in technology with a solid financial background and are eager to grow through new challenges. As a member of the Systemic team, you will work alongside highly skilled...Remote workFlexible hours
systemiC LLC
Brooklyn, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative - Houston, TX (Champion Forest). Be the first to apply!
Related searches
- financial advisor training program Brooklyn, NY
- financial planning assistant Brooklyn, NY
- entry level financial advisor Brooklyn, NY
- estate planning consultant Brooklyn, NY
- associate leveraged finance Brooklyn, NY
- financial advisor development program Brooklyn, NY
- financial advisor part time Brooklyn, NY
- wealth advisor Brooklyn, NY
- financial consultant Brooklyn, NY
- financial counselor Brooklyn, NY