Financial Services Representative

Financial Services

FinancialServicesRepresentative

Cincinnati, Ohio, United States; South Bend, Indiana, 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 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; Build and solidify skills; Discover success; Progress through career development experience

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Experience in customer service (phone or in-person), Ability to deliver an outstanding customer experience, Ability to manage multiple tasks at once

Nice to Have

Finance background, College degree

What You'll Do.

Support customers taking inbound calls

Answer questions about account balances

Support customers with increasing complexity

How You'll Work.

Team & Collaboration

Networking with colleagues

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

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