Financial Services Representative -… at Fidelity Bank · Minnetonka

Summary: Fidelity Bank is seeking a Financial Services Representative to join their team in Minnetonka, MN. This role involves supporting customers through inbound calls, assisting with account inquiries, and preparing for a future career in financial services with comprehensive training and licensing support. 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 Required Qualifications: - 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 Required Skills: Series 7 - FINRA, Series 66 - FINRA, SIE - FINRA, Coachability 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