Financial Services Representative Houston TX Highland Village
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support customers by phone and at the Investor Center, answer account questions, process withdrawals and transfers, identify resources, and place trades. You will complete Fidelity-sponsored FINRA licensing training, work remotely four days and on-site one day during the program, then transition to daily on-site work in the Investor Center.
Requirements
- Customer service experience by phone or in person
- Ability to work with clients in a fast-paced environment
- Ability to deliver customer service
- Interpersonal skills
- Attention to detail
- Ability to handle multiple tasks
- Successful completion of SIE, Series 7 Top Off, and Series 66 exams
Responsibilities
- Support customers over the phone
- Answer questions about account balances
- Process withdrawals and transfers
- Identify customer resources
- Place trades
- Complete FINRA licensing exams
- Support customers with increasing complexity
- Work on-site in the Investor Center after onboarding
Benefits
- Paid training
- Paid study time four days per week
- Fidelity-sponsored SIE, Series 7 Top Off, and Series 66 licensing
- Licensing coaches
- Structured study plans
- Dedicated support
