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Fidelity Bank · 2 months ago

Financial Services Representative - Houston, TX (Champion Forest)

5322 FM 1960 Rd West, Houston TX

Full-time

Hybrid

New Grad, Entry Level

Fidelity Bank is seeking a Financial Services Representative to join their team, where you will focus on growth and career development while supporting customers. The role involves answering customer inquiries, preparing for licensing exams, and transitioning to work in an Investor Center after onboarding.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

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

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 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

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams!

Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion

From day one you’ll have the support and structure to plan for your future at Fidelity

You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day

Qualification

Series 07 - FINRASeries 66 - FINRASIE - FINRACustomer service experienceCoachabilityCuriosityInterpersonal skillsAttention to detailFlexibilitySelf-motivationCollaboration