- Obtain Licenses: Become a FINRA Registered Representative by obtaining your SIE, Series 7 Top Off, and Series 66 licenses, with full support and payment from Fidelity. This includes study time, assistance from licensing coaches, personalized study plans, and review classes. Successful completion of all exams is required.
- Build and Solidify Skills: Develop and refine your skills by supporting customers both remotely and in person, progressively dealing with more complex inquiries and scenarios. You'll have dedicated time for skill development, networking, and further training before transitioning to work fully on-site in an Investor Center.
- Discover Success: Enhance your confidence and expertise in customer service as you embark on the wealth management track, acquiring advanced skills for a successful planning career.
- You are supported: We offer comprehensive training to equip you with the necessary skills for customer service and preparation for FINRA licensing exams, regardless of your background or educational qualifications.
- You are celebrated: Your milestones and progress throughout your career journey will be acknowledged and commended as you work towards your first promotion.
- You are growing: Receive guidance from day one to plan your future at Fidelity, with career coaching to explore various opportunities within the company and establish a personalized growth path.
- You get variety: Dedicate time to developmental activities beyond customer support, acquiring unique skills essential for your daily responsibilities at the Investor Center.
- High energy and enthusiasm for assisting people.
- Flexibility, self-motivation, and a knack for thriving in face-to-face interactions within a dynamic environment.
- Previous experience in customer service, either on the phone or in person.
- Desire to learn and establish a career in financial services.
- Ability to deliver exceptional customer experiences.
- Strong interpersonal skills, attention to detail, and adept at multitasking.
- Coachable, collaborative, and naturally curious for ongoing success.
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Financial Services Representative - Friendswood, United States - Fidelity TalentSource LLC
Description
Job Description:
Financial Services Representative
Are you passionate about assisting people? Join our team of Financial Services Representatives and focus on growth and career development. Support customers through inbound calls while preparing to be the official face of Fidelity in our Investor Centers. Kickstart your career at Fidelity with paid training to obtain your Series 7 & 66 licenses, personalized assistance, expert career guides, and recognition of your accomplishments, all while enhancing your skills and knowledge. During the onboarding period, you will assist Fidelity's customers over the phone, answering inquiries, managing account balances, and providing resources while also spending time working from home and one day per week in the Investor Center, with a transition to daily work in the Investor Center afterwards.
What to expect...
During your first year as a Financial Services Representative, you will receive guidance to navigate our top-notch training program, blending work from home and in an Investor Center.
Advantages of our career development experience...
The expertise we're looking for...
The Skills You Bring
Our Investments in You
Our benefits are tailored to help you and your loved ones maintain a healthy work-life balance. Among the many benefits we offer, you'll find Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, a 401(K) matching program, various insurances, paid time off, and other wellness programs to support your overall well-being.
Certifications: You will receive support to obtain SIE FINRA, Series 07 FINRA, and Series 66 FINRA certifications.
Company Overview
Fidelity Investments is dedicated to enhancing the financial well-being of our clients, assisting individuals with investing and planning for the future, providing organizations with employee benefit solutions, and supporting advisors with investment and technology services.
Join Us
At Fidelity, you'll discover a myriad of opportunities to build a meaningful career that positively impacts lives, including yours. Benefit from flexible benefits that cater to each stage of your career, empowering you to thrive professionally and personally. Recognized with a Glassdoor Employees Choice Award, we pride ourselves on being one of the top 10 Best Places to Work in 2024. No specific finance background is required to excel at Fidelity - we offer diverse learning opportunities to help you shape the career you've always envisioned.
Fidelity's working model blends remote work with in-person collaboration to cater to associate and business needs effectively. Most hybrid roles currently involve onsite work every business day of one assigned week per four-week period.
At Fidelity, honesty, integrity, and the well-being of our associates and customers are paramount. Certain positions may necessitate candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will undergo a comprehensive background check detailed in the provided document and may need to provide additional documentation as required. This screening covers various aspects including criminal, civil, regulatory reviews, employment, education, and credit history, spanning 7 years or more based on the role. Additionally, per federal or state regulations, a pre-employment drug screen may be conducted for substances such as Amphetamines, THC, cocaine, opiates, and phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer committed to fostering a diverse workforce through an inclusive and welcoming culture.
Applicants with disabilities requiring accommodations during the application or interview process can reach out to the HR Accommodation Team via email for support.
