Financial Services Representative, College Graduate - Friendswood, TX (Baybrook)

We are seeking a Financial Representative to join our team at Baybrook Mall in Friendswood, TX. As a key member of the team, you will support our most valuable clients daily, identify leads, and make effective introductions to impact the success of the branch.

Requirements

• Customer service, phone, or financial services experience
• Banking, insurance, or financial experience
• Ability to learn FINRA licensing material and obtain Series 7 and 63 licenses
• Degree and/or other professional certifications (CFP or degree)
• Superb interpersonal skills and passion to engage with clients
• Aptitude to assess client needs and identify opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Coachable, collaborative, and curious mindset

Benefits

• Competitive total rewards package
• Stable base salary
• Training and development opportunities
• Tuition Reimbursement program
• Series 7 and 63 licenses supported
• Flexible scheduling (hybrid)