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Fidelity Investments · 1 day ago

Financial Services Representative - Philadelphia, PA

Philadelphia, PA

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is seeking a Financial Services Representative to join their team, where you will support customers and develop your career in financial services. The role involves taking inbound calls, answering customer inquiries, and obtaining necessary licenses while participating in a comprehensive training program.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

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

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

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

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 networking with colleagues, taking online classes, and more!

Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center

Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center

You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams!

Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion

From day one you’ll have 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’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day