Financial Services Representative -… at Fidelity Bank · Scarsdale

Summary: Fidelity Bank is seeking a Financial Services Representative to join their team, focusing on customer support and career development. In this role, you will assist customers with various financial inquiries while preparing for licensing exams and transitioning to working in an Investor Center. Responsibilities: - Support our customers taking inbound calls - Answer questions about account balances - Make withdrawals - Transfer funds - Identify resources - Place trades - Work from home and spend one day per week in the Investor Center - Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses - Continue to spend four days a week working from home and one day a week in an Investor Center - Support customers with increasing complexity to develop and hone your skills - Gain confidence and develop proficiency serving customers - Join the wealth management development track - 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: Paid training to help you get your Series 7 & 66 licenses, Personalized support, Knowledgeable career guides, 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, Networking with colleagues, Taking online classes, Support and structure to plan for your future at Fidelity, 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, 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