Financial Services Representative - Overland Park, KS

Fidelity Investments • Overland Park, KS

2d • Hybrid

About The Position

Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you obtain licenses and build skills. During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

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.
• Successful completion of all FINRA licensing exams (SIE, Series 7 Top Off, and Series 66).

Nice To Haves

• Finance background.
• College degree.

Responsibilities

• Support Fidelity’s customers.
• Build a foundation for a career in financial planning and advice.
• Obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66).
• Support customers with increasing complexity to strengthen skills.
• Answer customer questions about account balances.
• Process withdrawals and transfers.
• Identify resources for customers.
• Place trades for customers.

Benefits

• Paid training to obtain licenses.
• Fully sponsored FINRA licensing exams.
• Paid study time 4 days a week for licensing.
• Licensing coaches.
• Structured study plans.
• Dedicated support for licensing.
• Dedicated weekly time for development, networking, and training.
• Career coaching.
• Support and structure for future planning.

What This Job Offers

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