Financial Representative - Austin, TX (Domain)

Soteria Reinsurance Ltd.; Austin, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

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

Qualifications

• Experience in customer service or financial services is a strong foundation.
• Familiarity with banking, insurance, or financial services is a plus.
• Preparation for Series 7 and Series 66 licenses is supported.
• Tuition reimbursement can aid CFP, degree, or credential goals.
• Act as a technology champion, adopting new tools and sharing knowledge.
• Excellent interpersonal skills and client engagement passion.
• Ability to assess client needs and identify opportunities.
• Strong attention to detail and prioritization.
• Organizational skills to manage multiple tasks.
• Embraces feedback, collaborates well, and stays curious.

Responsibilities

• Provide daily support to Fidelity's valued clients and deliver an exceptional experience.
• Proactively identify opportunities and make effective introductions.
• Contribute to the branch's success and growth by strengthening client relationships.
• Participate in training across in-branch, regionally, nationally, and virtually.

Skills

Client engagement

Financial services knowledge

Communication

Education

Bachelor's degree or equivalent experience

Job description

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role

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. 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 66 - FINRA

Category: Customer Service

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.

At Fidelity, we are passionate about 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [e-mail] For roles based in Germany: Contact [e-mail] Fidelity Privacy Policy