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Client-Focused Financial Guide (Series 7​/66 Ready

Job in Northern, Floyd County, Kentucky, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Client-Focused Financial Guide (Series 7/66 Ready)
Location: Northern

Fidelity Investments in Houston, TX seeks a Financial Representative to serve as the friendly face of the branch, delivering exceptional client service and building lasting relationships. You will handle front lobby transactions, assist with inquiries, and identify opportunities to deepen client engagement.

The role emphasizes integrity, compliance and teamwork, with on-site training and a clear path toward FINRA licensure (Series 7/66) and potential CFP or related certifications.

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