Financial Services Representative - Farmington Hills, MI

Fidelity•Farmington Hills, MI

11h

About The Position

Fidelity is hiring a Financial Services Representative to support customers and build a foundation for a career in financial planning and advice. The role includes paid training to prepare for FINRA licensing exams: the SIE, Series 7 Top Off, and Series 66. Fidelity provides paid study time four days a week, licensing coaches, structured study plans, and dedicated support. Successful completion of all exams is required. During onboarding, the representative supports Fidelity 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, with dedicated weekly time for development, networking, and training. After onboarding, the role transitions to working onsite each day in the Investor Center. Before that transition, additional remote time supporting inbound customers may be possible based on business needs. The representative joins Fidelity’s wealth management development track, builds proficiency serving customers, and develops advanced planning skills. Fidelity provides training, career coaching, and support to help employees explore career opportunities and plan a personalized path for growth. The role does not require a finance background or college degree. Fidelity will not provide immigration sponsorship for this position. Hiring may be restricted by laws and regulations concerning certain criminal histories.

Requirements

High energy and enthusiasm, with a demonstrated passion for helping people.
Flexibility and self-motivation.
Experience in customer service, 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, attention to detail, and ability to handle multiple tasks at once.
Coachability, collaboration, and curiosity.
Successful completion of the SIE, Series 7 Top Off, and Series 66 exams.
Must not require immigration sponsorship from Fidelity.

Responsibilities

Support Fidelity customers over the phone during onboarding.
Answer customer questions about account balances.
Process withdrawals and transfers.
Identify resources for customers and place trades.
Study for and successfully complete the required FINRA licensing exams.
Build customer-service and financial planning skills through development, networking, and training.
Transition to providing customer service onsite in the Investor Center after onboarding.