Financial Services Representative - Sugar Land, TX

Fidelity(21 days ago)

HybridFull TimeTrainee$48,182 - $65,072 (estimated)Customer Service

About this role

A Financial Services Representative at Fidelity supports customers via inbound phone calls and in-person interactions at Investor Centers, assisting with account balances, withdrawals, transfers, and placing trades. The role includes paid training and sponsorship to obtain FINRA licenses (SIE, Series 7, Series 66), with onboarding split between remote work and time in an Investor Center before transitioning to full on-site work. This entry-level position focuses on career development toward wealth management and client-facing service.

View Original Listing

Required Skills

Customer Service
Phone Support
Communication
Interpersonal Skills
Attention To Detail
Multitasking
Coachability
Collaboration
Curiosity
Licensing Prep

Qualifications

SIE - FINRA
Series 07 - FINRA
Series 66 - FINRA

About Fidelity

fidelity.com

Fidelity 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.

View more jobs at Fidelity →