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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 have the opportunity to enhance your career while providing exceptional support to our clients. Your role will involve handling inbound inquiries and guiding customers through their financial journeys, all while preparing to represent Fidelity in our Investor Centers.
What You Can Anticipate…
During your initial year, you will receive comprehensive training from an onboarding leader, ensuring you are well-equipped to navigate our industry-leading program, which includes both remote work and in-person interactions.
- Licensing Opportunities: Achieve FINRA (Financial Industry Regulatory Authority) registration by preparing for and obtaining your SIE, Series 7 Top Off, and Series 66 licenses, with all expenses covered by Fidelity. This includes dedicated study time, support from coaches, 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 skills. You will have dedicated time for professional development and networking with colleagues.
- Path to Success: Gain confidence and expertise in client service as you embark on 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 your FINRA licensing exams, with no prior finance experience required.
- Recognition of Achievements: Your milestones will be acknowledged and celebrated as you progress through this developmental journey.
- Career Growth: From day one, you will receive guidance to help you explore various career paths within Fidelity, allowing you to tailor your professional journey.
- Diverse Responsibilities: You will have time dedicated to professional development and engaging in tasks beyond customer support, enhancing the unique skills required for your role.
Qualifications We Seek…
- High energy and enthusiasm with a genuine passion for assisting others.
- Flexibility and self-motivation.
- Experience in customer service, with the ability to thrive in a dynamic environment.
Skills You Bring
- Eagerness to learn and build a career in financial services.
- Ability to deliver exceptional customer experiences.
- Strong interpersonal skills, attention to detail, and capacity to manage multiple tasks.
- Coachability, collaboration, and curiosity are key to your success.
Our Commitment to You
We offer a range of benefits designed to support you and your family, including Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) matching, Health Insurance, and more.
Certifications: You will receive paid time and support to obtain SIE FINRA, Series 07 FINRA, and Series 66 FINRA.
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 independent advisors.
At Fidelity, you will discover numerous opportunities to build a meaningful career that positively impacts lives, including your own. Our flexible benefits support you at every career stage, empowering you to thrive both professionally and personally.
Fidelity is an equal opportunity employer, committed to creating a diverse workforce and fostering an inclusive culture.
