Financial Representative - Friendswood, TX (Baybrook)
Fidelity(1 month ago)
About this role
A Financial Representative at Fidelity is the branch’s public-facing associate who represents the firm and helps build long-term client relationships through integrity and trust. The role is based in-branch and includes structured training and support to obtain required FINRA licenses and pursue further professional credentials.
Required Skills
- Interpersonal Skills
- Client Engagement
- Needs Assessment
- Detail Orientation
- Prioritization
- Organization
- Coachability
- Collaboration
- Technology Adoption
- Compliance
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
- Series 65 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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