Client‑Focused Financial Advisor (Series 7/63)
Fidelity Investments
Fidelity Investments in Sugar Land, Texas seeks a Financial Representative who will play a pivotal role in enhancing client relations. This individual will engage with customers, support their financial needs, and identify opportunities for deeper connections with Fidelity. The ideal candidate will bring experience in customer service or financial sectors, is eager to learn, and can manage multiple responsibilities. #J-18808-Ljbffr Fidelity Investments
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client‑Focused Financial Advisor (Series 7/63) in Sugar Land, TX vacancy
- ...May handle large book of clients with more complex financial profiles. Accountable for... ...and external seminars to focus on business development and... ...Industry Experience. Series 7, 66 (or 63 and 65) and appropriate... ...Investment Executive (Financial Advisor) Sugarland, TX At...Suggested
$50k
...Join a financial services firm where your contributions are valued... .... With over 9 million clients and 20,000 financial advisors across the U.S. and Canada... ...privately-owned, placing the focus on our clients rather than... ...qualifications: Series 7 and Series 66 required...SuggestedWork at officeWork from homeHome officeFlexible hours$50k - $75k
...We are an independent financial planning firm in... ...difference in the lives of clients. We seek an... ...practice is largely focused upon helping clients... ...to become a financial advisor. Qualifications:... ...preferred * Active 7, 63 and 65, or Series 7 and 66 preferred...SuggestedFull timeWork at office- Soteria Reinsurance Ltd. is seeking a Financial Representative for our Sugar Land, TX branch. In this role, you will engage with clients, assess their needs, and provide exemplary customer service while contributing to branch success. The ideal candidate will possess superb...Suggested
- ...AUM. As part of the LPL Financial network, we combine... ...Originate, grow, and manage client relationships while... ...success. Serve as a trusted advisor helping clients... ...incentives tied to growth Focus: Relationship leadership... ...business development skills Series 7 and 65/66 (or ability...SuggestedWork at officeRemote work
- A leading financial institution is looking for a financial advisor in Sugar Land, Texas. This role involves providing tailored financial advice, triaging client leads, and developing investment strategies... ...investments industry and hold a Series 7 license. Strong...
- Fidelity Investments Inc. is seeking a Financial Representative in Sugar Land, Texas. This role involves engaging with clients, providing exceptional service, and supporting branch success through relationship building. Successful candidates will have strong interpersonal...
$100k - $150k
...growing Registered Investment Advisor firms in the country.... ...out critical components of a client's financial life. We bring them together... ...attorneys and CPAs You focus on meeting clients and closing... ...licenses/Certification - Series 65 or (7&66) or Professional Designation...Temporary workWork at officeLocal area- Simmons Bank in Stafford, Texas is seeking a Relationship Banker to build and maintain client relationships while providing an exceptional customer experience. Key responsibilities include recommending bank resources, processing customer transactions, and facilitating...
- ...operations leaders, providing financial insights that drive pricing, margin... ...the business. The position is focused on FP&A and business... ...business Act as a trusted advisor to the NA General Manager and... ...CPA, CMA, or MBAE preferred. ~7+ years of experience in FP&A,...Work at office
- ...bringing passion and customer focus to the business. It's fun... ...community bank with the full financial capabilities to meet the unique... ...associates to be a trusted advisor while providing them with the... ...expanding, and retaining existing client relationships while providing...Night shift
- ...committed to bringing passion and customer focus to the business. Position Summary... ...relationships with members to help them achieve their financial goals. The role is expected to identify... .... Shifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will include...Hourly payFull timeWork at officeShift work
- ...independent community bank passionately focused on providing exceptional customer service... ...maintaining strong relationships with clients in the Sugar Land and greater Houston market... ...Assess clients' financial needs and provide mutually beneficial loan...Work at officeLocal area
- ...goals. Identifies banking needs, secures financial data for analysis, and makes proposals for... ...12-25MM per year. Experience with member/client service, analyzing business financial... ...distance vision, and the ability to adjust focus. ~ The noise level in the work environment...Local areaRemote work
- ...The role involves managing account relationships and providing financial advice, while also developing new business opportunities. Candidates... ...vacation, and a 401K plan are offered. This position includes both office and off-site work visiting clients. #J-18808-Ljbffr GpacWork at office
- ...production goals. Identify banking needs, secure financial data for analysis, and make proposals for... ...12-25MM per year. Experience with member/client service, analyzing business financial... ...vision, and the ability to adjust focus. The noise level in the work environment...Local areaRemote work
- Fifth Third in Sugar Land, TX is looking for an Investment Executive (Financial Advisor) to lead a team of licensed retail bankers. You will be responsible for achieving sales goals while ensuring clients' best interests are prioritized. The ideal candidate will have...
- A leading Energy client in Houston is seeking a Business Systems Analyst with expertise in Oracle EBS. The ideal candidate will have at least 5 years of experience in Oracle EBS R12 applications, particularly in Project Accounting and Accounts Payable. Responsibilities...3 days per week
- ...Group in Sugar Land, Texas, is seeking a Wealth Management Advisor to manage and grow client relationships within a collaborative environment. This... ...serving as a trusted advisor and offering tailored financial strategies. Ideal candidates should have 5-15+ years of...
- ...a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service efforts coupled with... ...and written Time management skills Detail‑oriented with a focus on quality and accuracy Demonstrate professional appearance and...Night shift
- ...successful in delivering the best to our clients, we must have a diverse and inclusive... .... The ideal candidate will be customer-focused and have a proven track record of building... ...providing top-tier service and promoting our financial products. This position offers excellent...Full timeLocal areaMonday to FridayFlexible hours
- ...sales conversations, and leverage available technologies to educate clients on financial products. This role requires 3+ years of relevant banking experience, strong communication skills, and a focus on customer satisfaction. Join PNC to be part of a collaborative and...
- ...Financial Analyst Job Description At Lutech Resources, we thrive by making you successful... ...) Empowering Business. People Focused Lutech Resources has over 25 years' experience... ...long term relationships with both our clients and candidates based on a mutual...Full timeWork at officeWorldwide
- ...Job Requirements A minimum of 7 years of experience in information technology. A minimum of 4 years of experience in information security and risk management. Solid experience with the Payment Card Industry Data Security Standard (PCI DSS) Proficient with...
- ...well-being so you can provide exceptional care to others. As a Financial Counselor joining our team, you're embracing a vital mission dedicated... ...during critical moments Supportive, team-driven culture focused on compassion and respect Opportunity to build expertise in...Full timeTemporary workPart timeWork at officeFlexible hours
- Memorial Physician Practices is seeking a Financial Counselor at Westpark Springs in Richmond, Texas. This role is crucial in assisting... ...offers a competitive salary and comprehensive benefits, focusing on employee well-being and professional development. #J-18808-...
- Roethlisberger Life Group is looking for a Licensed Financial Services Representative to join our fully remote team. This role focuses on helping families secure financial... ...tailored to their needs. You'll connect with clients, educate them on various insurance options,...Remote job
- A leading energy infrastructure developer in Sugar Land is seeking a Financial Analyst to support its financial operations. This role involves managing daily cash flows, performing collateral and credit support analyses, and enhancing liquidity management within the retail...
- ...committed to bringing passion and customer focus to the business. Position Summary... ...completing deposits, withdrawals, and other financial interactions while providing excellent member... ...assigned. Shifts may be staggered (between 7:30 a.m. and 6:30 p.m. CST) and will...Hourly payFull timeContract workPart timeWork at officeShift work
- ...a credit union or bank as a teller, required. Previous cash handling experience required. Teller cash recycler experience a plus. Client/DNA core experience a plus. Position Purpose: Serve as a liaison between the member and the credit union. Provides account information...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client‑Focused Financial Advisor (Series 7/63). Be the first to apply!
Related searches
- customer advisor Sugar Land, TX
- airport customer service agent Sugar Land, TX
- customer support associate Sugar Land, TX
- employee relations assistant Sugar Land, TX
- service agent Sugar Land, TX
- insurance customer service advisor Sugar Land, TX
- customer success associate Sugar Land, TX
- customer service representative (remote from home) Sugar Land, TX
- customer service expert Sugar Land, TX
- career services representative Sugar Land, TX


