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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 development with paid training for Series 7 & 66 licenses, personalized support, and career guidance.
Responsibilities
- Support customers 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 after completing the onboarding experience.
- Support customers with increasing complexity to develop and hone skills.
- Network with colleagues, take online classes, and engage in other development activities.
- Serve customers and build advanced skills within the wealth management development track.
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.
- Fidelity is not providing immigration sponsorship for this position.
- Successful completion of all licensing exams is required.
- Those laws and regulations may restrict Fidelity from hiring and/or associating with 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.