Financial Services Representative
Fidelity Investments
Financial Services Representative
Fidelity Investments
Manages investments and workplace retirement plans
Fidelity will not provide immigration sponsorship for this position.
Financial Services Representative
Havea passion for helping people? Join our team of Financial Services Representative whereyou’llhave 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,you’llsupport Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds,identifyingresources, 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 Centeron a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, 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: You’llcontinue to spend four days a week working from home and one day a week in an Investor Center, whereyou’llsupport customers with increasing complexity to develop and hone your skills.You’llhave 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,you’lltransition to working fully on-site in an Investor Center. Depending on businessneed, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
Discover Success:You’llgain confidence and developproficiencyserving 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! Youdon’tneed a finance background or college degree to succeed in this role.
You arecelebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
You aregrowing.From day oneyou’llhave 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.You’llhave dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skillsyou’llneed as you prepare to be in the Investor Center each day.
Theexpertisewe’relooking 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
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to helpyouand 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, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, BackupDependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Manages investments and workplace retirement plans
Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.
Explore more opportunities at Fidelity Investments