Financial Services Career Development Representative

4 days ago


Framingham, Massachusetts, United States Fidelity TalentSource LLC Full time

We are seeking a talented and enthusiastic Financial Services Career Development Representative to join our team at Fidelity Investments. As a Financial Services Career Development Representative, you will have the opportunity to develop your skills and expertise in financial services while supporting our customers through inbound calls and preparation for a future role in our Investor Centers.

Our hybrid working model blends the best of both onsite and offsite work experiences. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.

Fidelity offers a competitive salary of $62,000 - $75,000 per year, depending on location and experience. This is an estimated annual salary based on industry standards and national averages.

Job Responsibilities
  • Support customers through inbound calls, answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
  • Prepare for a future role in our Investor Centers by developing skills and expertise in financial services.
  • Collaborate with colleagues to deliver exceptional customer experiences.
Required Skills and Qualifications
  • High energy and enthusiasm with a natural passion for helping people.
  • Flexibility and self-motivation.
  • Experience in customer service (phone or in-person) and an ability to thrive face-to-face with clients in a fast-paced environment.
Benefits
  • A competitive salary of $62,000 - $75,000 per year, depending on location and experience.
  • Paid training to obtain SIE, Series 7, and Series 66 licenses.
  • Personalized support and career coaching.
  • Ongoing opportunities for growth and development within the company.

Fidelity Investments is an equal opportunity employer committed to building an enduring culture of inclusion and belonging. We welcome applications from diverse candidates and encourage individuals with disabilities to apply. We reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.



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