Financial Services Representative - Westwood
Fidelity Bank is seeking a Financial Services Representative to join their team, where you will play a vital role in supporting customers through inbound calls and preparing for a future in their Investor Centers. This position offers comprehensive training to help you obtain necessary financial licenses while developing skills in customer service and wealth management.
Responsibilities
- Support customers by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
- 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
- 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
- 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
Skills
- 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
- Successful completion of all exams for SIE, Series 7 Top Off and Series 66 licenses
Benefits
- Paid training to help you get your Series 7 & 66 licenses
- Personalized support
- Knowledgeable career guides
- Celebration of your achievements
- Paid, on-the-job study time 4 days a week
- Support from licensing coaches
- Group and individualized study plans
- Review classes
- Dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more
- Career coaching
- 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
- Paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
- Bonus or other variable compensation depending on the position and eligibility requirements
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview