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About the Role
Join our team as a Financial Services Representative, where you will have dedicated time for growth and career development while supporting customers via inbound calls. This role serves as the official face of Fidelity in our Investor Centers, offering a path for early career planning and advice with comprehensive paid training to obtain Series 7 & 66 licenses.
Responsibilities
- Support Fidelity customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
- Transition to working fully on-site in an Investor Center upon completion of the onboarding experience.
- Support customers with increasing complexity to develop and hone skills.
- Engage in development activities and work that goes beyond supporting customer needs.
- Prepare to be in the Investor Center each day.
Requirements
- High energy and enthusiasm with a natural passion for helping people.
- Flexibility and self-motivation.
- Experience in customer service (phone or in-person).
- Ability to thrive face to face with clients in a fast-paced environment.
- Successful completion of SIE, Series 7 Top Off and Series 66 exams is required.
- No finance background or college degree is required to succeed in this role.
- Fidelity’s business is governed by various laws and regulations that may restrict hiring individuals with certain Criminal Histories.
Skills
- Eagerness to learn and build a career in financial services.
- Ability to deliver an outstanding customer experience.
- Superb interpersonal skills.
- Attention to detail.
- Ability to manage multiple tasks at once.
- Coachability.
- Collaboration.
- Curiosity.
Location
- Investor Center
- Remote
Work Type
- Hybrid
- Full-time
Experience Level
- Entry Level
Education Level
- No college degree required
Salary/Compensations
- $45,000 - $75,000 per year
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
- Comprehensive health care coverage
- 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 learning resources to develop your career.
About the Company
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- Fidelity’s 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.