Financial Services Representative - Ft. Lauderdale, FL

Fidelity • Fort Lauderdale, FL

1d • Hybrid

About The Position

This role is for a Financial Services Representative at Fidelity, focusing on supporting customers and building a foundation for a career in financial planning and advice. The position includes comprehensive paid training to obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66), with dedicated study time, coaching, and support. Initially, the role involves working four days remotely and one day on-site, handling customer inquiries about account balances, processing transactions, identifying resources, and placing trades. After onboarding, the role transitions to a fully on-site Investor Center position. The program is designed to develop advanced skills for a career in wealth management and financial planning.

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 licensing exams (SIE, Series 7 Top Off, and Series 66).
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• No finance background or college degree required to succeed.

Responsibilities

• Support Fidelity customers over the phone, answering 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.

Benefits

• Paid training to obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66).
• Paid study time 4 days a week.
• Licensing coaches.
• Structured study plans.
• Dedicated support for licensing.
• Dedicated weekly time for development, networking, and training.
• Career coaching to understand career opportunities and chart a personalized career path.

What This Job Offers

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