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Fidelity Investments · 6 days ago

Financial Services Representative - Houston, TX (Champion Forest)

Houston, TX

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is seeking a Financial Services Representative who will support customers while preparing for a future in their Investor Centers. This role involves answering customer inquiries over the phone, obtaining necessary licenses, and developing skills to provide exceptional service.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

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

You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role

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

You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path

You get variety. 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

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