Financial Services Representative - Pasadena, CA

Fidelity Investments • Pasadena, CA

2d • $45,000 - $75,000 • Hybrid

About The Position

The Financial Services Representative supports Fidelity customers while developing a foundation for a career in financial planning and advice. The role includes paid training and support to obtain the SIE, Series 7 Top Off, and Series 66 licenses, including paid study time four days a week, licensing coaches, structured study plans, and dedicated assistance. Successful completion of all required exams is necessary.

During onboarding, representatives serve customers by phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades. The onboarding schedule is four days remote and one day onsite in the Investor Center. After onboarding, the representative moves to working onsite in the Investor Center each day. Before that transition, there may be additional time supporting inbound customers remotely, based on business needs. The role includes weekly development, networking, and training time, and participation in a wealth management development track.

Requirements

• High energy and enthusiasm, with a demonstrated passion for helping people.
• Flexibility and self-motivation.
• Customer service experience, by phone or in person.
• Ability to thrive face to face with clients in a fast-paced environment.
• Eagerness to learn and build a profession in financial services.
• Ability to deliver an outstanding customer experience.
• Strong interpersonal skills and attention to detail.
• Ability to handle multiple tasks at once.
• Coachability, collaboration, and curiosity.
• Successful completion of the required licensing exams.

Responsibilities

• Support Fidelity customers over the phone and provide an outstanding customer experience.
• Answer questions about account balances.
• Process withdrawals and transfers.
• Identify resources for customers.
• Place trades.
• Study for and successfully complete required FINRA licensing exams.
• Participate in development, networking, and training activities.
• Build skills to serve customers with increasing complexity and develop a career in financial planning and advice.

Benefits

• Paid training and paid study time.
• Fidelity-sponsored licensing exams.
• Licensing coaches, structured study plans, and dedicated licensing support.
• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed