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Entry Level Fidelity Financial Advisor Jobs in Texas

Description Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ...

Client Experience Associate

Roanoke, TX · On-site

$14 - $19.25/hr

As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving ...

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Entry Level Fidelity Financial Advisor information

What is the difference between Entry Level Fidelity Financial Advisor vs Financial Planner?

AspectEntry Level Fidelity Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or other certifications often preferred
Work EnvironmentFinancial firms, banks, or investment companiesIndependent or firm-based, client-facing roles
Job FocusSales, client onboarding, investment recommendationsComprehensive financial planning, long-term strategy

Entry Level Fidelity Financial Advisors typically focus on sales and client onboarding within financial firms, often holding securities licenses. Financial Planners provide broader, long-term financial advice, often with advanced certifications like CFP. While both roles involve client interaction and financial knowledge, the Financial Planner role emphasizes comprehensive planning beyond investment products.

What are the most commonly searched types of Fidelity Financial Advisor jobs in Texas?

The most popular types of Fidelity Financial Advisor jobs in Texas are:

What job categories do people searching Entry Level Fidelity Financial Advisor jobs in Texas look for?

The top searched job categories for Entry Level Fidelity Financial Advisor jobs in Texas are:

What cities in Texas are hiring for Entry Level Fidelity Financial Advisor jobs?

Cities in Texas with the most Entry Level Fidelity Financial Advisor job openings:

Infographic showing various Entry Level Fidelity Financial Advisor job openings in Texas as of August 2026, with employment types broken down into 70% Full Time, and 30% Part Time. Highlights an 74% In-person, and 26% Remote job distribution.

Financial Advisor

New York Life- Sugar Land

Houston, TX • On-site, Remote

Full-time

Posted 23 days ago


Job description

Description
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Qualifications
• Must be based out of the greater Houston area