Fidelity

Financial Services

FinancialServicesRepresentative

$45–75k Campbell, California, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Financial Services Representative at Fidelity. Skills: Customer service, Financial services, Licensing exams. Support customers taking inbound calls. Answer questions about account balances”

What You'll Achieve.

Prepare for a future as the official face of Fidelity; Supercharge your early planning and advice career; Build skills and experiences; Gain confidence and develop proficiency serving customers; Further develop your career in planning; Plan for your future at Fidelity; Chart a course to help you grow in a personalized career path; Build unique skills; Transition to working fully on-site in an Investor Center; Progress through this career development experience on your way to your first promotion

Industry & Context.

Financial Services
Eligibility Requirements

Fidelity is not providing immigration sponsorship, Criminal Histories may restrict hiring

What They're Looking For.

Must Have

High energy and enthusiasm, 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, 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, Curiosity, Successful completion of all exams

Nice to Have

No finance background or college degree required

What You'll Do.

Support customers taking inbound calls

Answer questions about account balances

Support customers with increasing complexity

Network with colleagues

How You'll Work.

Team & Collaboration

Connect and refuel by networking with colleagues

Communication Scope

Superb interpersonal skills

Full Job Description

## ## Job Description: **Financial Services Representative** Have a passion for helping people? Join our team of Financial Services Representative where you’ll 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, you’ll support Fidelity’s 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 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’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 develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by netwo

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