Client-Focused Financial Services Advisor
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-09-05
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Austin, TX is seeking a customer-focused professional to provide daily support to our valued clients. You will engage with clients over the phone, assess needs, and facilitate introductions to appropriate services, contributing to strong, lasting relationships.
The role offers on-site training across the branch network, a clear path to FINRA licenses (Series 7, 66) with tuition reimbursement for CFP or related credentials, and a collaborative environment that rewards
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