Financial Services Representative - Providence, RI

Fidelity Investments•Providence, RI

1d•Hybrid

About The Position

Join our team of Financial Services Representatives 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. Fidelity is not providing immigration sponsorship for this position.

Requirements

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
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
Must successfully complete SIE, Series 7 Top Off and Series 66 licenses.

Nice To Haves

No finance background or college degree required to succeed in this role.

Responsibilities

Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
Prepare for a future as the official face of Fidelity in our Investor Centers.
Support customers with increasing complexity to develop and hone your skills.
Focus on growth and career development.
Network with colleagues and take online classes.