Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $19.00 - $30.00
Work Schedule
Standard Hours
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
Job Description
Fidelity Investments is a renowned global financial services company committed to helping people invest and plan for their financial futures. With decades of experience, Fidelity has established itself as a leader in wealth management, retirement planning, investment brokerage, and customer service. Their investor centers across the United States serve as important touchpoints where customers receive personalized financial guidance and expert support. Fidelity’s culture emphasizes career development, continuous learning, and community involvement, offering employees meaningful opportunities to grow professionally while making a difference in customers' lives.
The role of a Financial Services Representative at Fidelity is designed for individuals passionate ... Show More
The role of a Financial Services Representative at Fidelity is designed for individuals passionate ... Show More
Job Requirements
- Must obtain SIE, Series 7, and Series 66 licenses sponsored by Fidelity
- Ability to work from home and in Investor Centers during training
- Strong communication skills and customer service experience
- No finance background or college degree required
- Availability to work hybrid schedule with on-site presence
- Compliance with Securities Exchange Act and related regulations
- Ability to thrive in fast-paced client-facing environments
Job Qualifications
- High energy and enthusiasm with a passion for helping people
- Flexibility and self-motivation
- Customer service experience in phone or in-person settings
- Eagerness to learn and build a career in financial services
- Outstanding customer experience delivery skills
- Superb interpersonal skills and ability to manage multiple tasks
- Coachability, collaboration, and curiosity to fuel success
Job Duties
- Answer inbound customer calls related to account balances, withdrawals, fund transfers, and trade placements
- Support customers from home and in Investor Centers during onboarding and beyond
- Study and obtain FINRA licenses, including SIE, Series 7 Top Off, and Series 66
- Develop advanced financial planning and wealth management skills
- Provide exceptional customer service with attention to detail and professionalism
- Participate in ongoing training, coaching, and networking activities
- Transition to full-time Investor Center work after completion of licensing and onboarding
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
We didn't receive the exact location for this job posting,
please contact the employer.
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