Fidelity InvestmentsFI

Financial Services Representative - Sugar Land, TX

Fidelity Investments is a major financial services firm that provides a wide range of products including mutual funds, retirement services, and financial planning, helping millions achieve their financial goals.

Fidelity Investments

Employee count: 5000+

United States only

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 experiences. 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

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

About the job

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Job type

Full Time

Experience level

Entry-level

Location requirements

Hiring timezones

United States +/- 0 hours

About Fidelity Investments

Learn more about Fidelity Investments and their company culture.

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Fidelity Investments is a leading financial services corporation that plays a pivotal role in enhancing the financial well-being of millions of individuals and organizations. Our customers face an array of challenges, from navigating the complexity of retirement planning to managing their investments for a secure financial future. That is why we are committed to providing an extensive suite of products and services tailored to meet their evolving needs. Whether it's through comprehensive financial planning, retirement services, or brokerage solutions, we empower our clients by offering innovative tools and expert guidance.

Our wealth management services enable customers to work closely with dedicated advisors to create customized strategies aimed at wealth growth and protection. With over 76,000 associates and a global presence spanning across North America, Europe, Asia, and Australia, Fidelity Investments continually challenges the status quo by leveraging technology and innovation to deliver superior customer experiences. Our dedication extends beyond mere investment; we strive to foster long-term relationships built on trust and transparency.

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Fidelity Investments

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