Financial Services Representative
Financial Services
FinancialServicesRepresentative
Neural analysis suggests this role is
optimal for Entry candidates.
“Financial Services Representative at Financial Services Representative. Skills: Customer service, Financial services, Licensing exams. Support customers taking inbound calls. Answer questions about account balances”
What You'll Achieve.
Become a FINRA Registered Representative; Successful completion of all exams; Develop proficiency serving customers; Progress through career development on way to first promotion; Understand career opportunities at Fidelity; Chart a course to grow in a personalized career path; Prepare to be in the Investor Center each day
Industry & Context.
Working from home, Spending one day per week in the Investor Center, Transition to working fully on-site in an Investor Center, May spend more time working remotely supporting inbound phone customers before transition to Investor Center, Criminal Histories restrictions
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, Obtain SIE, Series 7 Top Off and Series 66 licenses
Nice to Have
You don’t need a finance background or college degree to succeed in this role.
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 r
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