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Client‑Focused Financial Advisor; Series

Job in Sugar Land, Fort Bend County, Texas, 77479, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Client‑Focused Financial Advisor (Series 7/63)

Fidelity Investments in Sugar Land, Texas seeks a Financial Representative who will play a pivotal role in enhancing client relations. This individual will engage with customers, support their financial needs, and identify opportunities for deeper connections with Fidelity.

The ideal candidate will bring experience in customer service or financial sectors, is eager to learn, and can manage multiple responsibilities.

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