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Client Financial Advisor

2 months ago

St Louis, United States Fidelity TalentSource LLC Full time

Financial Services Representative

Are you driven by a desire to assist others?

Step into the role of a Financial Services Representative.

Become part of a vibrant workplace where you will dedicate time to personal growth and career progression, supporting clients through incoming calls. You will be preparing for a pivotal role at Fidelity's Investor Centers. Launch your career in financial planning and advisory services at Fidelity, with extensive training to secure your Series 7 & 66 licenses, tailored support, expert career coaching, and acknowledgment of your achievements. During the onboarding phase, you will assist Fidelity's clients over the phone, addressing questions, managing account details, and executing transactions. Initially, you will have the flexibility to work remotely and spend one day per week at the Investor Center, eventually transitioning to a daily on-site role.

What you can expect...

In your first year as a Financial Services Representative, your onboarding leader will guide you through our premier training program, both virtually and in an Investor Center.

  • License Acquisition: Obtain your FINRA licenses with full support and sponsorship from Fidelity. This includes dedicated study time, coaching, personalized study plans, and review sessions.
  • Skill Development: Enhance your abilities by interacting with clients and honing your expertise while working both remotely and on-site at the Investor Center.
  • Path to Success: Build confidence as you advance in your role, focusing on wealth management and superior client service.

Advantages of our development program...

  • Comprehensive Support: Receive all the necessary training and guidance to excel in this position.
  • Recognition: Your achievements will be acknowledged and rewarded as you progress in your career.
  • Growth Opportunities: Plan for your future with structured support and coaching to navigate various career paths at Fidelity.
  • Diverse Experiences: Engage in development activities and build essential skills to excel in your role at the Investor Center.

What we seek...

  • High energy and enthusiasm for assisting others
  • Flexibility and self-motivation
  • Experience in customer service and the ability to thrive in a fast-paced environment

Your Qualifications:

  • Desire to learn and grow in the financial services sector
  • Ability to deliver exceptional client experiences
  • Strong interpersonal skills, attention to detail, and multitasking capabilities
  • Coachability, collaboration, and curiosity

Investments in Your Future

Our benefits programs are designed to support you and your family in various aspects. From Maternal and Parental Leave to Tuition Reimbursement, we offer a range of benefits to ensure your well-being. Join us in building a career that positively impacts lives.

Company Overview

Fidelity Investments is dedicated to enhancing the financial well-being of our clients, providing investment and planning services to individuals, companies, non-profits, and advisors. Join us for endless opportunities to grow your career and make a meaningful difference.

Your Future at Fidelity

At Fidelity, we value honesty, integrity, and the well-being of our associates and clients. We provide a supportive working model that blends remote and in-person engagement to meet your needs and ensure success. For a diverse and inclusive workplace, join Fidelity where you can thrive both professionally and personally.