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Internal Associate Jobs in Texas (NOW HIRING)

Photon

Full stack Engineer - Dallas, TX

Dallas, TX · On-site

... internal associate facing tools such as Salesforce. This role combines hands-on development with best practices in DevSecOps, API integration, and cloud-native architectures to enhance donor ...

Prosperity

Internal Regional Wholesaler

Austin, TX · On-site

About the Role: We're looking for an Internal Regional Wholesaler responsible for driving annuity ... Works closely with sales associates, operations, and leadership to ensure responsive service and a ...

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Internal Associate information

What are Internal Associates?

Internal Associates are professionals who typically work within financial services firms, such as asset management or investment companies, supporting sales and client relations teams. Their main responsibilities include assisting external sales representatives, managing client accounts, preparing presentations, and providing product information to clients and advisors. Internal Associates often serve as a key point of contact for clients, helping to address inquiries and ensure smooth communication between clients and the firm. This role is a common entry point for those looking to build a career in sales or relationship management within the financial industry.

How does an Internal Associate typically collaborate with financial advisors and other team members?

Internal Associates frequently work closely with financial advisors, providing them with product information, sales support, and training on new offerings. They also liaise with external wholesalers, marketing teams, and client service representatives to ensure a seamless flow of information and coordinated support. Strong communication skills and a team-oriented mindset are essential, as collaboration drives both client satisfaction and business growth. Regular meetings and shared goals help keep everyone aligned on priorities and performance metrics.

What is the difference between Internal Associate vs Financial Analyst?

AspectInternal AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant internshipsBachelor's degree in finance, accounting, or related field; CFA or CPA often preferred
Work EnvironmentCorporate offices, internal teamsFinancial institutions, consulting firms, corporate finance departments
Employer & Industry UsageBanking, consulting, corporate sectorsInvestment banks, asset management, corporate finance
Common Search & ComparisonYesYes

Internal Associates typically focus on supporting internal teams within corporations, handling administrative and operational tasks. Financial Analysts analyze financial data, prepare reports, and support investment or business decisions. While both roles require a finance-related degree, Financial Analysts often pursue certifications like CFA or CPA and work more directly with financial data and analysis. Understanding these differences helps job seekers identify the right career path based on their skills and interests.

What are the key skills and qualifications needed to thrive as an Internal Associate, and why are they important?

To thrive as an Internal Associate, you need a solid understanding of financial products, investment concepts, and client service, often supported by a bachelor's degree in finance or related fields. Familiarity with CRM systems, financial planning software, and securities licenses such as Series 7 and 63 are typically required. Strong communication, organizational, and relationship-building skills help Internal Associates excel in supporting external sales teams and interacting with clients. These competencies are crucial for ensuring effective client engagement, accurate information delivery, and seamless collaboration with both internal teams and external partners.
What are popular job titles related to Internal Associate jobs in Texas? For Internal Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Internal Associate jobs in Texas look for? The top searched job categories for Internal Associate jobs in Texas are:
What cities in Texas are hiring for Internal Associate jobs? Cities in Texas with the most Internal Associate job openings:
Internal Associate jobs near you
Infographic showing various Internal Associate job openings in Texas as of June 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution.

Principal, Full Stack Engineer

Fidelity Investments

Westlake, TX • On-site

Full-time

Posted 8 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:

Job Description

Seeking a Principal Developer looking for an environment where we are using innovative technologies to develop and support our Associate Desktop Experience web-based applications. You will ensure that you are leading and owning the discussions on how best to complete the work for your squad. An Agile Principal Developer needs to have a strong technical background in multiple coding languages and is willing to assist/mentor more junior staff. Our organization will also allow you to grow and build your skills each month with dedicated time on Learning Days.

The Expertise and Skill You Have

  • 10+ years of software development experience on business critical, enterprise-wide applications

  • Bachelor's degree in computer science / similar technical subject area and or equivalent experience

  • Expertise in DevOps- Jenkins, Groovy, Kubernetes, EKS

  • Expertise in Angular

  • Expertise in Java

  • Expertise in REST

  • Proficiency with CI/CD tools (JenkinsCore, Udeploy)

  • Experience with Oracle RDBMS and Mysql

  • Proven track record with SpringBoot, Java, Node, GraphQL, Angular

  • Proven experience with Azure and AWS and other cloud-based development methodologies / best-practices

  • Excellent understanding of REST concepts, API standards and developing REST APIs with Spring Boot or NodeJS

  • Experience with Test automation for unit, functional and non-functional testing (Postman, SOATEST, SOASTA, Cucumber).

  • Exposure to cloud technologies such as AWS, Docker, and Kubernetes.

  • You thrive in a collaborative environment and tackling new challenges

  • Your communication with peers and leaders is clear and effective

  • You help provide technical leadership and direction

  • You are willing and excited to add your voice and opinion to the discussion

  • You love to take initiative to solve a problem and get the job done

The Team

As part of the Workplace Investment division within Fidelity Investments, you will join a Scrum team of 5-7 hardworking team members contributing to the highly visible modernization of our internal associate platform, Associate Desktop Experience (ADE) product area. The team will be passionate about developing a new service to support our phone associates to deliver industry standard customer service.

The Value You Deliver

Your primary focus will be as a member on an Agile squad that partners closely with Business Product Areas. Aligned with business priorities, you will be passionate about crafting new and exciting

Company Overview

Fidelity Investments is a privately held company with a mission 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

As Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling Dynamic Working.

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.

Certifications:Category:Information Technology

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.

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