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 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Sugar Land, TX in Sugar Land, TX vacancy
  •  ...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... 
    Suggested
    Contract work
    Work at office
    Local area
    Relocation
    Shift work

    Anywhere Real Estate

    Sugar Land, TX
    2 days ago
  •  ...Employee Assistance Program, including counseling, legal, and financial services Flexible spending (FSA) and health savings (HSA) accounts...  ...disability, sexual orientation, gender identity or expression or HIV status. #J-18808-Ljbffr Voyages Behavioral Health of Sugar Land
    Suggested
    Full time
    Local area
    Flexible hours

    Voyages Behavioral Health of Sugar Land

    Sugar Land, TX
    2 days ago
  • $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 4 days ago Requisition ID: 1422 Salary Range: $50,000.00 To $60,000.00 Annually At MyComputerCareer , we’re... 
    Suggested
    Work at office
    Night shift

    MyComputerCareer Inc

    Sugar Land, TX
    3 days ago
  • MyComputerCareer Inc. in Sugar Land, TX is seeking a Career Services Advisor to support students and graduates pursuing IT careers. The hybrid role offers a schedule of Monday-Thursday 9 am-6 pm EST and Friday 9 am-3 pm, with occasional Saturday coverage. The ideal candidate... 
    Suggested

    MyComputerCareer Inc

    Sugar Land, TX
    2 days ago
  •  ...Part-Time Library Clerk-Sugar Land Responds to patron inquiries by phone and in person. Shelves library materials, maintains shelf order...  ...all other applicable federal, state and local laws regarding disability discrimination and accommodation. Fort Bend County, TX
    Suggested
    Hourly pay
    Full time
    Part time
    Local area
    Weekend work
    Afternoon shift

    Fort Bend County, TX

    Sugar Land, TX
    6 hours ago
  •  ...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

    HCSS

    Sugar Land, TX
    3 days ago
  • ## 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 placement
    Work at office
    Shift work

    PNC Financial Services Group

    Sugar Land, TX
    1 day ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Sugar Land, TX
    1 day ago
  • 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... 

    Fidelity

    Sugar Land, TX
    4 days ago
  • Jobtailor is seeking a client-focused banking associate in Sugar Land, TX, to educate customers on self-service options and assist with cash...  .... You will engage with clients to understand their financial goals and connect them with suitable solutions, while upholding... 

    Jobtailor

    Sugar Land, TX
    3 days ago
  • BOK Financial in Sugar Land, TX, is seeking a Personal Banker to deliver exceptional client service within our Banking Navigator program. The 9-week training equips you with skills, knowledge, and confidence to excel in customer interactions and product guidance. During... 

    BOK Financial

    Sugar Land, TX
    3 days ago
  • 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... 

    BOK Financial Corporation

    Sugar Land, TX
    4 days ago
  •  ...Job Details Job Location: Sugar Land, TX 77479 Employment Type: Part Time Location: Sugar Land Branch, Houston, TX 77479 Work Hours: Branch...  ...8:30am – 2:30pm. Role To assist members with their financial transactions, involving paying and receiving cash and other negotiable... 
    Part time
    Work at office
    Immediate start
    Monday to Friday

    Houston Federal Credit Union

    Sugar Land, TX
    5 days ago
  • 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... 

    HCSS

    Sugar Land, TX
    16 hours 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... 
    Full time
    Local area

    Capital Bank

    Sugar Land, TX
    24 days ago
  •  ...relationships, support local businesses, and serve as a trusted financial partner in the Greater Houston market. This role is a strong...  ...solutions. In this full-time, on-site position based in Sugar Land, TX, you will develop new business, deepen existing client relationships... 
    Full time
    Local area

    Capital Bank TX

    Sugar Land, TX
    16 hours ago
  • Prosperity Bank is seeking a Full Time Teller in Sugar Land, TX. The role involves processing deposits and withdrawals, balancing cash, and providing excellent customer service while promoting bank products. The candidate should have at least a high school diploma and... 
    Full time
    Shift work
    Weekday work

    Prosperity Bank

    Sugar Land, TX
    2 days ago
  • Houston Federal Credit Union in Sugar Land, TX, is seeking a part-time Teller to assist members with their financial transactions including deposits, withdrawals, and loan payments. You will maintain accurate member records and help ensure compliance with the regulations... 
    Part time

    Houston Federal Credit Union

    Sugar Land, TX
    1 day ago
  •  ...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 time
    Work at office
    Monday to Friday

    Prosperity Bank

    Sugar Land, TX
    1 day 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
    5 days ago
  •  ...company’s success. As a Lead Teller within PNC's Sugar Land Highway 6 organization, you will be based in Sugar Land, TX. Job Profile R232116 Position Overview At PNC...  ...experience aimed at improving customer financial wellbeing and creating loyalty while increasing... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Sugar Land, TX
    1 day ago
  • 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

    Bank of America

    Sugar Land, TX
    3 days ago
  •  ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas; Baytown, Texas; Galveston, Texas; Houston, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas To proceed with your application, you must be... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Rosenberg, TX
    3 days ago
  •  ...Job Title Responsible for performing a broad variety of financial services as needed at multiple locations including teller functions...  ..., 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
    Monday to Friday
    Night shift
    Afternoon shift
    Weekday work

    Prosperity Bank

    Stafford, TX
    3 days ago
  • BOK Financial in Sugar Land, TX, is seeking a Personal Banker to deliver superior client experiences while training in the Banking Navigator program. The 9-week program equips you with skills and confidence to excel as a Personal Banker. The role starts with comprehensive... 
    Permanent employment
    Traineeship

    BOK Financial

    Richmond, TX
    4 days 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
    3 days ago
  • PAM Health in Sugar Land seeks a Financial Counselor to support inpatient admissions by clarifying payer eligibility, arranging payment plans, and providing cost estimates. The role involves liaising with patients and insurers, managing accounts, and driving timely payments... 

    Voyages Behavioral Health of Sugar Land

    Sugar Land, TX
    2 days 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
    4 days ago
  • $51.19k

     ...collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate...  ...and on the phone to determine their financial needs, and meeting those needs by...  ...below to your browser. Location Details Sugar Land Location Sugar Land, Texas Equal Opportunity... 
    Full time
    Flexible hours

    Regions Bank

    Sugar Land, TX
    1 day ago
  • PNC is seeking a Relationship Banker Business Specialist located in Sugar Land, Texas. In this role, you will drive customer satisfaction by expanding business banking opportunities and delivering comprehensive solutions to clients leveraging your banking knowledge. The... 

    Fairygodboss

    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!