Financial Consultant Program - Financial Representative - Austin, TX - (Georgetown)

Fidelity Investments in Georgetown, TX

  • Industry: Financial Services - Insurance - Insurance Sales Agent/Broker
  • Type: Full Time
  • $70,635.00 - 185,900.00
position filled
We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance and mentorship. The Expertise We're Looking For A college degree is encouraged yet not required We feel customer service, sales, phone or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a multi-talented expert for compliance and all front lobby transactions, you will partner and contribute to branch success by identifying sales opportunities. The Skills You Bring Superb interpersonal skills and passion to engage with customers An aptitude for sales to dedicatedly identify leads Remarkable attention to detail and ability to prioritize Computer literacy and experience working with multiple applications at once The Value You Deliver A vital member of the team, you are offering support to Fidelity's most wealthy and valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team How Your Work Impacts the Organization Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Company Overview At Fidelity, we are focused on 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Associated topics: customer, guest, health, insurance agent, insurance sales, lead sales agent, life insurance sales, phone, sales agent, sales position

You may be interested in these similar jobs!
Ready mix truck driver (Cedar Park)
Martin Marietta in Cedar Park, TX

Load Bonus Eligible (Starting at 5% 20% depending on the amount of loads-per-week) Starting Pay: $18 $20 Interested in Working in the Austin, TX

Read More
Mortgage Consultant (SAFE) Austin
Wells Fargo in Round Rock, TX

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your…

Read More
Seeking an Urgent Care PRN Physician within Austin and Surrounding Locations
HCA Healthcare Urgent Care Division in Austin, TX

CareNow Urgent Care is seeking a PRN physician to work in our Austin, TX and surrounding locations. All of our available clinics include: South Austi…

Read More
ELECTRICAL CONSTRUCTION PM / ESTIMATOR WASTEWATER PROJECTS - AUSTIN, TX
Delta Construction Partners in Austin, TX

ELECTRICAL PM / ESTIMATOR - WASTEWATER -?AUSTIN, TX Delta Construction Partners is a national executive search firm for the nation?s premier electric…

Read More
ETL Developer (Clover)
Computer Futures in Austin, TX

12 MONTH CONTRACT ETL Developer (Clover) Austin, TX Computer Futures is a niche IT staffing firm and partners with Fortune 500 companies to provide t…

Read More
Permanent Dermatology Physician in Texas (Cedar Park)
Archway Physician Recruitment in Cedar Park, TX

Dermatology physician job in Texas : **Dermatology/Cosmetic opening near Austin, TX** Located in San Marcos, TX 30 miles from Austin, TX - Full time,…

Read More
Mortgage Consultant (SAFE)
Wells Fargo in Austin, TX

Job DescriptionImportant Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your…

Read More
Junior Java Developer
Kforce Inc. in Austin, TX

RESPONSIBILITIES:Kforce has a client in search of a Junior Java Developer in Austin, TX.Primary Responsibilities:* Build valuable Java based financia…

Read More
Debt and Investment Accounting Analyst
Genuent, LLC in Austin, TX

Debt and Investment Accounting Analyst JOB ID: 20-00765 City: Austin State: TX Genuent is hiring a Debt and Investment Accounting Analyst for our…

Read More
UI Engineer (React/Redux)
Computer Futures in Austin, TX

12 MONTH CONTRACT UI Developer (React/Redux) Austin, TX Computer Futures is a niche IT staffing firm and partners with Fortune 500 companies to provi…

Read More