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Client Management Representative – Greater Houston, TX

Fidelity Investments

This is a Full-time position in Baytown, TX posted June 17, 2021.

Job Description:

Fidelity Investments’ Racial Equity & Diversity Pledge

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Client Management Representative

We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients.

We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity.

We have a new and exciting opportunity for a Remote Licensed Client Management Representative in the Greater Houston, TX area!

The position is fully remote and requires you reside in the Greater Houston, TX area.

We offer virtual interviewing and on boarding, as well as access to our virtual training and support.

Full access to work from home capabilities to support our clients remotely.

The Expertise We’re Looking For
Series 7 (required) Series 66 (63/65) preferred (paid training provided) Minimum of 3 years of previous financial services experience Broad based knowledge and understanding of general financial planning concepts Shown customer service, relationship management and sales skills Ability to work 100% percent remotely Bilingual in Spanish and English is a plus

The Purpose of Your Role

Client Management Representatives help support and consult Fidelity clients who have a managed portfolio.

The Skills You Bring
Strong verbal and written communication skills Your ability to effectively influence others Entrepreneurial spirit: comfortable working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Authoritatively problem solve, be dedicated, demonstrate initiative and multi-task Have robust time management and organizational skills Bring a comprehensive understanding of tax and retirement issues Having previous experience consulting with clients or possess a dream to learn this approach

Our Investments in You

We believe that a holistic approach to life is important.

Our benefit programs are designed to help you and your loved ones strike the perfect balance.

Sound too good to be true?

See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments Click here for a story about how we are helping our employee’s payback their student loan debt

The Value You Deliver
Educating clients on an ongoing basis regarding asset allocation Conducting annual reviews of client’s profiles to ensure suitable portfolio allocations Probing, uncovering and incorporating all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities Conducting welcome calls with new clients to solidify the relationship and outline the service model Resolving service requests in coordination with PAS Service Specialists

How Your Work Impacts the Organization

The Client Relationship Manager is part of Fidelity’s Portfolio Advisory Services group, which operates within our Personal Investing business unit.

We are leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services.

We believe in building relationships, not just in building sales or building our assets.

After all, our clients will place their investments, their savings, and their futures in your hands.

You’ll be the one who will personally work with them to help achieve their dreams
– whether that’s saving for college, for retirement, for a big vacation, or anything else.

This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.

To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to be an employer of choice.

We are proud of our

diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.

We believe in being #DifferentTogether .

Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.

Fidelity Investments is an equal opportunity employer.

Series 07
– FINRA, Series 66

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do.

As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients.

We help people invest and plan for their future.

We assist companies and non-profit organizations in delivering benefits to their employees.

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours.

You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.

And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined.

We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at

Fidelity Investments is an equal opportunity employer.

We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations, or by calling 800-835-5099, prompt 2, option 2.

We welcome those with experience in jobs such as Territory Sales Manager, Finance Manager, and Business Services Representative and others in the Sales to apply.

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