Financial Services Representative - Ft.Lauderdale

Fidelity Investments•Fort Lauderdale, FL

1d•Onsite

About The Position

Join Fidelity as a Financial Services Representative, a role designed for individuals passionate about helping people and eager for career growth in financial services. This position offers dedicated time for development and training, preparing you for a future as a key representative in Fidelity's Investor Centers. The role includes paid training to help you obtain your Series 7 & 66 licenses, with personalized support and career guidance. Initially, you will support customers over the phone from home, handling inquiries about account balances, withdrawals, fund transfers, identifying resources, and placing trades, while spending one day per week in an Investor Center. After completing the onboarding and training, you will transition to working fully on-site in an Investor Center. No prior finance background or college degree is required, as Fidelity provides all necessary training and support for licensing and skill development.

Requirements

High energy and enthusiasm with a natural 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 career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills
Attention to detail
Ability to manage multiple tasks at once
Coachability
Collaboration
Curiosity
Successful completion of all FINRA licensing exams (SIE, Series 7 Top Off, Series 66)

Responsibilities

Support customers taking inbound calls
Prepare for a future as the official face of Fidelity in Investor Centers
Answer questions about account balances
Make withdrawals
Transfer funds
Identify resources
Place trades
Study for and obtain SIE, Series 7 Top Off, and Series 66 licenses
Support customers with increasing complexity to develop and hone skills
Develop new skills and connect and refuel by networking with colleagues and taking online classes
Transition to working fully on-site in an Investor Center
Gain confidence and develop proficiency serving customers
Build advanced skills that will further develop your career in planning