Job Description
Financial Services Representative
Have a passion for helping people. Join our team of Financial Services Representatives where youll have dedicated time to focus on growth and career development while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses personalized support knowledgeable career guides and celebration of your achievements while building skills and experiences.
During your onboarding experience in this role, youll support Fidelitys customers over the phone by answering questions about account balances making withdrawals transferring funds identifying resources and placing trades while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to Expect
In your first year as a new Financial Services Representative, your onboarding leader will support you as you navigate our Industry-leading training program working at home and in an Investor Center.
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 all exams.
Build and Solidify Skills Youll continue to spend four days a week working from home and one day a week in an Investor Center where youll support customers with increasing complexity to develop and hone your skills. Youll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues taking online classes and more. Once you complete this training journey, youll 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 Success Youll 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.
Advantages of our Career Development Experience
You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You dont need a finance background or college degree to succeed in this role.
You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
You are growing. From day one, youll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You get variety. Youll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs while building the unique skills youll need as you prepare to be in the Investor Center each day.
The Expertise Were Looking For
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
The Skills You Bring
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
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits not all benefits are listed:
Maternal and Parental Leave Tuition Reimbursement Student Loan Assistance 401K 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 and Fitness Reimbursement
Certifications
You will be given paid time and support to obtain SIE - FINRA Series 7 - FINRA Series 66 - FINRA certifications.
Category: Customer Service
Most roles at Fidelity are Hybrid requiring associates to work onsite every other week, all business days M-F in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities investment and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.