Financial Representative - Katy, TX
- Location
- 23501 Cinco Ranch Blvd, Katy TX
- Listed
- 3 days ago
About the role
Fidelity will not provide immigration sponsorship for this position.
About the role
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 you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.
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.
Pay and benefits
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 63 - FINRA, Series 66 - FINRA
Equal opportunity and legal notices
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.
From Fmr's careers page, first listed on Rolev.ai on November 6, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Financial Representative - Katy, TX role at Fmr, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
Where is the Financial Representative - Katy, TX job at Fmr located?
This Financial Representative - Katy, TX position at Fmr is located in 23501 Cinco Ranch Blvd, Katy TX. Always check Fmr's application page for specific state eligibility or relocation policies.
How do I apply for the Financial Representative - Katy, TX position at Fmr?
This listing links directly to Fmr's Workday application page. You can apply directly on Fmr's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.