Financial Services Representative - Houston, TX (Champion Forest)

Job

Description:

Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.

Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building

skills:

and

experience:

s. During your onboarding

experience:

in this role, you’ll support Fidelity’s customers over the phone by answering questions

about:

account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding

experience:

, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. 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. Advantages of our career development

experience:

… 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. The expertise we’re looking for… 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 The

Skills:

You Bring 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 Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured

benefits:

(not all

benefits:

are listed): 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, and Fitness Reimbursement.

Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.

This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. At Fidelity, we are passionate

about:

making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and

experience:

s. For information

about:

working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal

opportunity:

employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy