Financial Services Representative - Millburn, NJ

Fidelity•Millburn, NJ

17h•Hybrid

About The Position

Join Fidelity as a Financial Services Representative and support customers while building a foundation for a career in financial planning and advice. This role offers paid training to help you obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66), with dedicated study time and support. You will build and solidify skills by supporting customers with increasing complexity, working 4 days remotely and 1 day on-site. After completing the program, you will transition to a fully on-site Investor Center role. During onboarding, you will support Fidelity customers over the phone, answering questions about account balances, processing transactions, identifying resources, and placing trades. After onboarding, you will transition to working on-site in the Investor Center daily.

Requirements

High energy and enthusiasm with a demonstrated 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 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.
Successful completion of all FINRA licensing exams (SIE, Series 7 Top Off, and Series 66).

Nice To Haves

No finance background or college degree required to succeed.

Responsibilities

Support Fidelity customers over the phone.
Answer questions about account balances.
Process withdrawals and transfers.
Identify resources for customers.
Place trades.
Support customers with increasing complexity to strengthen skills.
Transition to a fully on-site Investor Center role after completing the program.