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Client Financial Advisor
2 months ago
Position Overview:
Financial Services Representative
Are you enthusiastic about assisting individuals in achieving their financial goals? As a Financial Services Representative, you will dedicate your time to personal growth and professional development while providing support to clients through inbound communication. This role is an excellent opportunity to enhance your career in financial planning with comprehensive training to secure your Series 7 and 66 licenses, personalized guidance, and recognition of your accomplishments.
Role Expectations:
During your initial year, you will receive support from your onboarding leader as you engage in our industry-leading training program, balancing remote work with in-person interactions.
- Licensing Acquisition: Become a registered representative by preparing for and obtaining your SIE, Series 7 Top Off, and Series 66 licenses, all sponsored by the company. This includes paid study time, coaching, and tailored study plans.
- Skill Development: Spend four days a week working remotely and one day in an Investor Center, assisting clients with increasingly complex inquiries to refine your expertise. You will have dedicated time for skill enhancement and networking opportunities.
- Career Advancement: Build confidence and proficiency in client service as you progress through the wealth management development track, focusing on advanced skills that will propel your career in financial planning.
Benefits of Our Development Program:
- Comprehensive Support: We provide all necessary training to equip you with the skills to assist clients and prepare for licensing exams, with no prior finance experience required.
- Recognition of Achievements: Your milestones will be acknowledged as you advance through the development program towards your first promotion.
- Personalized Growth: From day one, you will receive structured support to plan your future, with career coaching to explore various opportunities within the organization.
- Diverse Responsibilities: You will have time dedicated to professional development activities and engaging work that extends beyond client support.
Desired Qualifications:
- High energy and enthusiasm with a genuine desire to assist others.
- Flexibility and self-motivation.
- Experience in customer service, with the ability to thrive in a dynamic environment.
Essential Skills:
- Eagerness to learn and establish a career in financial services.
- Ability to deliver exceptional client experiences.
- Strong interpersonal skills, attention to detail, and capacity to manage multiple tasks effectively.
- Coachability, collaboration, and curiosity will drive your success.
Our Commitment to You:
We offer a range of benefits designed to support you and your family, including parental leave, tuition reimbursement, retirement plans, health insurance, and wellness programs.
Certifications: You will receive paid time and resources to obtain your SIE, Series 07, and Series 66 certifications.
Company Overview:
Fidelity Investments is dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support organizations in providing employee benefits, and offer investment solutions to institutions and advisors.
Explore Opportunities:
At Fidelity, you will discover numerous avenues to build a fulfilling career that positively impacts lives. We provide flexible benefits to support you throughout your career journey. Recognized as a top workplace, we offer various learning opportunities to help you realize your career aspirations.
Fidelity values integrity and the safety of our associates and clients in a regulated industry. Certain roles may require a preliminary credit check and background investigation.
We are an equal opportunity employer, committed to fostering a diverse workforce and creating an inclusive culture.
