Financial Services Representative - Westwood
reputed company is seeking a Financial Services Representative to join their team, where you will focus on customer support and career development. In this role, you will assist customers with their financial inquiries over the phone and work towards obtaining your FINRA licenses while building skills for a future in wealth management.
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 reputed company 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 reputed company and hone your skills. You’ll have dedicated time each week to reputed company new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training reputed company, 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 reputed company: You’ll reputed company confidence and reputed company proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further reputed company your career in planning
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 reputed company 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 reputed company
- Successful completion of reputed company exams for SIE, Series 7 Top Off and Series 66 licenses
Benefits
- reputed company to help you get your Series 7 & 66 licenses
- Personalized support
- Knowledgeable career guides
- Celebration of your achievements
- 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 reputed company new skills
- Networking with colleagues
- Taking online classes
- Career coaching
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- reputed company 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 reputed company to reputed company your career
Company Overview