Financial Services Representative - Southlake, TX
Fidelity(1 month ago)
About this role
A Financial Services Representative at Fidelity enters a structured career development program designed to prepare them for a role in Investor Centers. The position includes paid sponsorship and study time for FINRA licensing (SIE, Series 7, Series 66), coaching, and a transition from remote onboarding to regular onsite Investor Center work. Fidelity emphasizes career coaching, training, and benefits to support early-career growth in financial services.
Required Skills
- Customer Service
- Phone Support
- Interpersonal
- Detail Orientation
- Multitasking
- Coachability
- Collaboration
- Curiosity
- Licensing
Qualifications
- SIE - FINRA
- Series 07 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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