Financial Services Representative - Towson, MD

Fidelity Bank is seeking a Financial Services Representative to join their team in Towson, MD. In this role, you will support customers by answering questions and facilitating transactions while undergoing training to obtain necessary financial licenses. The position offers a blend of remote work and in-person responsibilities at the Investor Center, focusing on career development and customer service excellence.

Responsibilities

• 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
• 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 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
• We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams!
• Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion
• From day one you’ll have the support and structure to plan for your future at Fidelity
• 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

Skills

• 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

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

Company Overview