Financial Services Representative - Ashburn, VA jobs in United States
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Fidelity Bank · 11 hours ago

Financial Services Representative - Ashburn, VA

Fidelity Bank is seeking a Financial Services Representative to join their team, where you will have dedicated time for growth and career development. In this role, you will support customers over the phone and in-person at the Investor Center, assisting with account inquiries and transactions while obtaining necessary financial licenses.

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
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
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 7 - FINRASeries 66 - FINRACustomer service experienceCoachabilityCuriosityInterpersonal skillsAttention to detailCollaboration

Required

High energy and enthusiasm with a natural passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success

Benefits

Maternal and Parental Leave
Tuition Reimbursement
Student Loan Assistance
401(K) 7% match
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Paid Time off
Commuter Benefit Program
Backup Dependent Care
Charitable match
Concierge Services
Wellness Program
Fitness Reimbursement

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase