Financial Services Representative - Houston, TX (Highland Village)
About The Position
Fidelity is hiring a Financial Services Representative to support customers while building a foundation for a career in financial planning and advice. The role includes paid training and support to obtain the SIE, Series 7 Top Off, and Series 66 licenses. Candidates receive paid study time four days a week, licensing coaches, structured study plans, and dedicated support; successful completion of all exams is required. During onboarding, the representative supports Fidelity customers by phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades. The initial schedule is four days working remotely and one day on-site in the Investor Center, with dedicated weekly time for development, networking, and training. After onboarding, the role transitions to working on-site in the Investor Center each day. Depending on business needs, additional time supporting inbound customers remotely may occur before that transition. The representative joins Fidelity’s wealth management development track and builds advanced skills for a career in planning.
Requirements
- High energy and enthusiasm, with a demonstrated passion for helping people.
- Flexibility and self-motivation.
- Customer service experience by phone or in person.
- Ability to thrive face to face with clients in a fast-paced environment.
- Eagerness to learn and build a profession in financial services.
- Ability to deliver an outstanding customer experience.
- Strong interpersonal skills and attention to detail.
- Ability to handle multiple tasks at once.
- Coachability, collaboration, and curiosity.
- Successful completion of all required licensing exams.
- Fidelity will not provide immigration sponsorship for this position.
Responsibilities
- Support Fidelity customers over the phone and provide an outstanding customer experience.
- Answer questions about account balances.
- Process withdrawals and transfers.
- Identify resources for customers.
- Place trades.
- Study for and successfully complete the required FINRA licensing exams.
- Participate in development, networking, and training activities.
Benefits
- Paid training.
- Fully sponsored SIE, Series 7 Top Off, and Series 66 licensing.
- Paid study time four days a week.
- Licensing coaches, structured study plans, and dedicated exam support.
- Dedicated weekly time for development, networking, and training.
- Career coaching and support for planning a personalized career path.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
