Current jobs related to Financial Representative - Magnolia, Texas - Fidelity TalentSource LLC

  • Financial Planning Expert

    2 weeks ago

    Magnolia, Texas, United States Bogart Wealth Full time

    Financial Advisor Role at Bogart WealthAs a Financial Advisor at Bogart Wealth, you will be part of a collaborative environment that values serving clients in a fiduciary capacity. You will work closely with a team of professionals to provide financial planning, investment advisory support, and facilitate business development initiatives.Key...

  • Financial Analyst

    4 weeks ago

    Magnolia, Texas, United States Cyfle Full time

    About the JobCyfle is seeking an experienced Accountant to join our team in The Woodlands, TX area. As an Accountant, you will play a critical role in collaborating with producers, commercial development, operations, and auditors regarding midstream producer allocations and settlements.Key ResponsibilitiesPerform plant allocations and producer settlements...

  • Senior Financial Analyst

    2 weeks ago

    Magnolia, Texas, United States Cyfle Full time

    About the JobCyfle is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for collaborating with producers, commercial development, operations, and auditors regarding midstream producer allocations and settlements.Key ResponsibilitiesPerform plant allocations and producer settlements for midstream...

  • Insurance Sales Representative

    4 weeks ago

    Magnolia, Texas, United States Jake Sacchieri - State Farm Agent Full time

    State Farm Insurance Agent Job OpportunityAt Jake Sacchieri - State Farm Agent, we are seeking a highly motivated and career-oriented professional to join our team as an Insurance Sales Representative. As a key member of our team, you will play a vital role in building and developing customer relationships within the community to promote State Farm products,...

  • Insurance Account Representative

    2 weeks ago

    Magnolia, Texas, United States David Turnage - State Farm Agent Full time

    About Our AgencyDavid Turnage - State Farm Agent is a dynamic and growth-oriented insurance and financial services office dedicated to making a positive impact in the lives of others and bettering the community.Job SummaryWe are seeking a highly motivated and driven Insurance Account Representative to join our team. As an Insurance Account Representative,...

  • Insurance Account Representative

    2 weeks ago

    Magnolia, Texas, United States David Turnage - State Farm Agent Full time

    About Our AgencyAt David Turnage - State Farm Agent, we're passionate about making a difference in the lives of others and bettering our community. As a growth-oriented agency, we attribute our success to having a fun, energetic environment that's an enjoyable place to work.Job SummaryWe're seeking a highly motivated and driven individual to join our team as...

  • Financial Services Representative

    2 weeks ago

    Magnolia, Texas, United States David Turnage - State Farm Agent Full time

    About Our AgencyAt David Turnage - State Farm Agent, we're passionate about making a difference in the lives of others and bettering our community. As a growth-oriented agency with a team of highly motivated individuals, we attribute our success to having a fun, energetic environment that's an enjoyable place to work.Job ResponsibilitiesDevelop leads,...

  • Financial Services Representative

    1 week ago

    Magnolia, Texas, United States David Turnage - State Farm Agent Full time

    Are you looking for a rewarding career in sales and customer service? Do you enjoy helping people and getting compensated for it? If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this opportunity to build your career.Develop leads, schedule appointments, identify customer needs, and market appropriate products...

  • Business Development Representative

    1 week ago

    Magnolia, Texas, United States David Turnage - State Farm Agent Full time

    Job OverviewAs a key member of our team at David Turnage - State Farm Agent, the Account Manager plays a vital role in driving business growth and delivering exceptional customer experiences. Key ResponsibilitiesEstablish and maintain strong, long-term relationships with existing clients, fostering trust and loyalty through proactive communication and...

  • Client Relationship Manager

    2 months ago

    Magnolia, Texas, United States Fidelity Investments Full time

    About the Role:Fidelity Investments is seeking a skilled Financial Representative to join our team. As a subject matter specialist in compliance and front lobby transactions, you will partner with our clients to provide rewarding interactions and contribute to branch success.Key Responsibilities:Identify opportunities to enhance client relationships and...

  • Insurance Sales Representative

    2 weeks ago

    Magnolia, Texas, United States Goosehead Insurance Agency Full time

    Job Title: Account ExecutiveAt Goosehead Insurance Agency, we're seeking a highly motivated and results-driven Account Executive to join our team. As an Account Executive, you will be responsible for building a book of business through prospecting and establishing referral partner relationships with professionals from the real estate and mortgage...

  • Midstream Accounting Specialist

    2 weeks ago

    Magnolia, Texas, United States Cyfle Full time

    About the JobCyfle is seeking a highly skilled Midstream Accountant to join our team. As a key member of our accounting team, you will be responsible for preparing financial reports, managing accounts payable and receivable, and performing SOX controls.Key ResponsibilitiesCollaborate with producers, commercial development, and operations to account for...

  • Accounting Specialist

    2 weeks ago

    Magnolia, Texas, United States Cyfle Full time

    About the JobCyfle is seeking an experienced Accountant to join our team in The Woodlands, TX area. This role will primarily collaborate with producers, commercial development, operations, and auditors regarding midstream producer allocations and settlements.Key Responsibilities:Perform plant allocations and producer settlements for midstream assets.Record...

  • Senior Insurance Sales Professional

    2 weeks ago

    Magnolia, Texas, United States Expert Seekers Training Full time

    Unlock Your Potential as a Top-Performing Insurance Sales RepresentativeAt Expert Seekers Training, we're committed to helping you propel your career forward in the dynamic field of insurance sales. As a seasoned sales professional, you'll have the opportunity to collaborate closely with our experienced team, leveraging your skills to drive results and grow...

  • Global Quality Assurance/Quality Control Manager

    2 weeks ago

    Magnolia, Texas, United States Nabors Industries Full time

    Job SummaryNabors Industries is seeking a highly skilled and experienced Quality Assurance/Quality Control Manager to join our team. As a key member of our manufacturing organization, you will be responsible for ensuring the quality of our products and services, and driving continuous improvement in our processes and systems.Key ResponsibilitiesDevelop and...

  • Product Safety Toxicologist

    3 weeks ago

    Magnolia, Texas, United States Indorama Ventures Full time

    Job Title: Product Safety ToxicologistWe are seeking an experienced regulatory toxicologist to join our global Regulatory Affairs organization as a Product Safety Toxicologist. The successful candidate will be based at our headquarters in The Woodlands, Texas, and will have the option to work a hybrid office/remote schedule.Key Responsibilities:Provide...

  • Project Manager II

    2 weeks ago

    Magnolia, Arkansas, United States CDI Corporation Full time

    Job SummaryCDI Corporation is seeking a highly skilled Project Manager II to join our team. As a Project Manager II, you will be responsible for coordinating with other onsite maintenance and production personnel to develop small to mid-size projects. You will possess good organizational and communication skills, as well as a technical understanding of...

  • Account Manager

    5 months ago

    Magnolia, United States Jake Sacchieri - State Farm Agent Full time

    Position OverviewState Farm Insurance Agent located in Magnolia, TX is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Jake Sacchieri - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life...

  • Project Manager II

    2 weeks ago

    Magnolia, Arkansas, United States CDI Engineering Services Full time

    Job Summary:CDI Engineering Services is seeking a highly skilled Project Manager II to join our team. As a key member of our project management team, you will be responsible for coordinating with other onsite maintenance and production personnel to develop small to mid-size projects. This role requires excellent organizational and communication skills, as...

  • Front Desk Receptionist

    1 week ago

    Magnolia, United States National Vision Full time

    Company Description America's Best is part of National Vision, one of the largest optical retailers in the United States. The America's Best brand continues to grow, with 1000 stores and counting. Each location combines both parts of the optical equation - eyewear and eye care - into one excellent experience at a single low price. For more details about...

  • Manager of Nursing

    21 hours ago

    Magnolia, United States Houston Methodist Cypress Hospital Full time

    At Houston Methodist, the Manager Nursing position is responsible for 24-hour comprehensive operational responsibility for the delivery and quality of patient care provided in the designated areas(s) of responsibility. This registered nurse position fosters interdepartmental/interprofessional collaboration. The Manager, Nursing position participates in...

Financial Representative

2 months ago

Magnolia, Texas, United States Fidelity TalentSource LLC Full time

About the Role

Fidelity TalentSource LLC is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.

Key Responsibilities

  • Develop and maintain a deep understanding of our clients' financial needs and goals
  • Provide exceptional customer service and support to clients, ensuring their needs are met and exceeded
  • Identify opportunities to deepen relationships with clients and drive business growth
  • Work closely with colleagues to achieve branch goals and objectives
  • Stay up-to-date with industry trends and developments, and apply this knowledge to drive business success

Requirements

  • Strong interpersonal and communication skills, with the ability to build rapport with clients and colleagues
  • Excellent problem-solving and analytical skills, with the ability to think critically and make informed decisions
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities
  • Strong attention to detail and organizational skills, with the ability to manage multiple projects and deadlines
  • Ability to work collaboratively as part of a team, with a focus on achieving shared goals and objectives

What We Offer

  • A competitive salary and benefits package, including a stable base salary and opportunities for professional growth and development
  • A dynamic and supportive work environment, with opportunities to work with a talented and diverse team
  • Access to cutting-edge technology and tools, to help you succeed in your role
  • Ongoing training and development opportunities, to help you build your skills and expertise
  • A comprehensive benefits package, including health insurance, retirement savings, and paid time off

Certifications and Licenses

  • Series 7 - FINRA
  • Series 63 - FINRA
  • Series 65 - FINRA
  • Series 66 - FINRA

About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services and solutions. We are committed to helping our clients achieve their financial goals and objectives, and we are seeking talented and motivated individuals to join our team.