Financial Services Representative - Burlington, MA

Fidelity•Burlington, MA

10d•Hybrid

About The Position

Join Fidelity as a Financial Services Representative and embark on a career in financial planning and advice. This role offers comprehensive paid training to help you obtain necessary FINRA licenses (SIE, Series 7 Top Off, and Series 66), with dedicated study time and support. Initially, you will work 4 days remotely and 1 day on-site, supporting customers with increasingly complex needs and dedicating time to development, networking, and training. Upon program completion, you will transition to a fully on-site Investor Center role. During onboarding, you will assist Fidelity customers over the phone with account inquiries, transactions, and trades, working from home with one day per week in the Investor Center. After onboarding, the role becomes fully on-site in the Investor Center.

Requirements

High energy and enthusiasm with a demonstrated passion for helping people.
Flexibility and self-motivation.
Experience in customer service (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.
Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once.
Coachability, collaboration, and curiosity.

Nice To Haves

No finance background or college degree required to succeed.

Responsibilities

Support Fidelity’s customers.
Obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66) through paid training and study.
Support customers with increasing complexity to strengthen skills.
Dedicate weekly time for development, networking, and training.
Answer customer questions about account balances.
Process withdrawals and transfers.
Identify resources for customers.
Place trades for customers.
Transition to a fully on-site Investor Center role after completing the program.