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Fidelity Bank · 1 day ago

Financial Services Representative - Naperville, IL

Naperville, IL

Full-time

Hybrid

New Grad, Entry Level

$45K/yr - $70K/yr

Fidelity Bank is seeking a Financial Services Representative to join their team, where you’ll focus on career development while supporting customers. The role involves taking inbound calls, answering questions about accounts, and preparing for future responsibilities in Fidelity's Investor Centers.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams

Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center

Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning

Qualification

SIE - FINRASeries 07 - FINRASeries 66 - FINRACustomer service experienceCoachabilityCuriosityInterpersonal skillsAttention to detailFlexibilitySelf-motivationCollaboration