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Fidelity Investments · 10 hours ago

Financial Services Representative - Columbia, MD

Columbia, MD

Full-time

Hybrid

New Grad, Entry Level

$45K/yr - $70K/yr

Fidelity Investments is looking for Financial Services Representatives who are passionate about helping people. In this role, you will provide customer support through inbound calls, assist with account inquiries, and prepare for a future in financial services with comprehensive training and licensing support.

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

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 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

Discover Success: 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

Advantages of our career development experience… You are supported

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

You don’t need a finance background or college degree to succeed in this role

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

You are growing. 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 get variety. 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