Financial Representative - Austin, TX (Domain)
Soteria Reinsurance Ltd.
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role 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: Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Customer Service Please 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to View email address on click.appcast.io, or by calling View phone number on click.appcast.io, prompt 2, option 2 For roles based in Ireland: Contact View email address on click.appcast.io For roles based in Germany: Contact View email address on click.appcast.io Fidelity Privacy Policy #J-18808-Ljbffr Soteria Reinsurance Ltd.
- 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...SuggestedFull time
$80k - $180k
Financial Advisor | Must reside in Austin, TX - Hybrid New York Life Insurance Company provided pay range This range is provided by New York Life Insurance Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base...SuggestedFull timeLocal areaFlexible hours$58.44k
This position will provide personal financial services at assigned military installations... .... The job duties listed above are representative and not intended to be all-inclusive of... ...Title Personal Financial Counselor, PFC- Austin, TX Grade 24 Work Experience - Required Financial...SuggestedContract workTemporary workWork experience placementWork at office$116k - $159.5k
...technology. What We Offer Salary: $116,000.00 - $159,500.00 Location: Austin,TX You’ll benefit from a supportive work culture that encourages... ...our benefits. Key Responsibilities Lead contributor to key financial forecast cycles, including ownership of task accuracy and data...SuggestedFull timeLocal areaRelocation- VP, Financial Consultant - Austin, TX (National Branch - Greater Metro II) Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo...SuggestedWork at office
- Private Client Banker - Lamar & 46th - Austin, TX At Chase, we are passionate about creating memorable experiences for our clients and... ...approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to...Full timeImmediate startAfternoon shift
- ...relationship-driven Branch Relationship Banker (Personal Banker) to join our team at our Westlake (Austin, TX) branch. In this role, you will engage clients, uncover financial needs, and deliver solutions that strengthen relationships and drive revenue. The ideal...Full timeMonday to FridayFlexible hours
$77k
Personal Banker – To $77K – Austin, TX – Job # 3563 Who We Are The Symicor Group is a boutique talent acquisition firm based in Schaumburg... ..., application generation, and loan closing experience at a financial institution. ~Previous experience in understanding and...Work at office$140k
Commercial Lender – To $140K – Austin, TX – Job # 3810-6914 Who We Are The Symicor Group is a boutique talent acquisition firm based... ...compliance with regulations and policy. ~Analyze and review financial statements, accounts, and related data for new and potential existing...$110k
Commercial Lender – To $110K Plus Bonus – Austin, TX – Job # 2174 Who We Are The Symicor... ...potential risk. ~Analyzing applicant financial status, credit, and property evaluation... ...insurance, and trust products or services. ~Representing the Bank in the community through...- ...AR, CO, FL, GA, LA, MI, MS, NM, OK, TN, TX, WA, OH Job Summary: This position is responsible... ...Manager. About Us: Headquartered in Austin, TX, LoanPeople is founded by mortgage... ...from applicants Accurately analyze complex financial statements Advise and recommend to...Full timeCasual workWork at office
- ...Advisor This is not your typical Brand Advisor role. Instead of representing several brands across your market, you'll be the dedicated,... ...kind of ownership mindset that turns a launch into a success story. This is a dedicated role for the Austin, TX market. Headkount
$110k - $130k
Senior Analyst, Structured Finance Locations: Austin, TX | Denver, CO | San Francisco, CA Work Style: Hybrid (Tue-Thu in office) Lightsource... ...raising through commercial operation, while contributing financial analysis that supports power offtake origination, investment...Work at office- R1 RCM Inc. is seeking an on-site Financial Counseling Representative in Austin, TX. You will help patients understand insurance benefits and out-of-pocket costs, and guide them through payment options and financial assistance programs. The role requires empathy, clear...
- Texas Regional Bank seeks a Senior Advisor, Trust & Wealth Management in Austin, TX. The role leads discretionary portfolio design, performance monitoring, and client lifecycle support, collaborating with bankers and wealth teams to grow client relationships. The ideal...
- Allen Control Systems is seeking a Senior Financial Analyst to partner with Engineering and Enablement teams in Austin, TX. You will own budgets, forecasts and reporting for IT, Facilities, and People, shaping financial plans as the company scales toward $1B revenue. You...
- A national healthcare recruiting firm in Austin, TX is seeking an experienced Financial Analyst. The role involves compiling and analyzing financial information, developing analyses and reports, and presenting findings to senior management. Candidates should possess strong...
- ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a...Immediate startAfternoon shift
- Title CAPPS Peoplesoft Financials Travel & Expense Analyst Job Information Job ID: 304FM202736 Agency: Texas Comptroller of Public Accounts Location: LBJ State Office Building, 111 E. 17th Street, Austin, Texas 78711 Telework Policy: 100% Remote Job Details Texas Comptroller...Daily paidContract workWork at officeRemote work
$100k
Texas Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial...Permanent employmentWork at officeLocal area- ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas; Austin, Texas; Austin, Texas; Temple, Texas; Austin, Texas; Austin, Texas; Austin, Texas; Austin, Texas; Round Rock, Texas; Austin, Texas To proceed with your application,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Fifth Third Bank in Austin, TX is seeking a Personal Banker II to deliver an exceptional customer experience by building and maintaining relationships with an assigned book of business. You will use a consultative sales and service approach to understand needs and propose...
- ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a...Immediate startAfternoon shift
- ...and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service to a select group...Immediate startAfternoon shift
- PulteGroup Inc. is seeking a Mortgage Financing Advisor in Austin, TX, to provide financial guidance and support to prospective homebuyers. This role involves building relationships with PulteGroup sales consultants and ensuring smooth processes in mortgage operations....Work at office
- ...growth.Essential duties include the following:Develops customer financial profiles to determine suitability of investment products based... ...about SWBC, visit our website at If interested, please click the appropriate apply button.SummaryLocation: Austin, TXType: Full timeFull timeLocal area
$25k
...hand. Our commitment extends beyond financial planning into the heart of our community... ...is located at: 3700 N Capital of TX Hwy, Ste 500, Austin, TX Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: A...InternshipWork at officeVisa sponsorshipFlexible hours- Austin - Southwest - In officeAbout 49 FinancialAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with multiple offices spanning coast to coast, we implement our...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...for greater retirement readiness, Voya Financial is committed to delivering on its vision... ...to join our team in the greater Austin area to work plan sponsor relationships... ...following qualifications: Registered Representative with experience working defined contribution...Local area
- ...CAPPS Financials Accounts Payable Analyst Job: 304FM202731 Agency: Texas Comptroller of Public Accounts Location: LBJ State Office Building, 111 E. 17th Street, Austin, Texas 78711 Telework Policy: 100% Remote The selected Vendor's Candidate will be part of CPA'...Contract workWork at officeRemote work
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