Financial Services Representative - Naples, FL

Fidelity Investments • Naples, FL

9d • Hybrid

About The Position

The Financial Services Representative supports Fidelity customers while developing a foundation for a career in financial planning and advice. Fidelity provides paid training and study support to help representatives earn the SIE, Series 7 Top Off, and Series 66 licenses; successful completion of all exams is required. During onboarding, representatives support customers by phone with account-balance questions, withdrawals and transfers, identifying resources, and placing trades. The initial arrangement is four remote days and one day on-site each week, with paid study time four days a week and dedicated weekly time for development, networking, and training. After onboarding, the representative transitions to working on-site each day in an Investor Center. Depending on business needs, there may be additional time supporting inbound customers remotely before that transition. The role is part of a wealth management development track and offers career coaching and opportunities to build advanced planning skills. Fidelity does not provide immigration sponsorship for this position.

Requirements

• High energy and enthusiasm, with a demonstrated passion for helping people.
• Flexibility and self-motivation.
• Customer-service experience, 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 all required licensing exams.

Responsibilities

• Support Fidelity customers over the phone by answering questions about account balances.
• Process customer withdrawals and transfers.
• Identify resources for customers and place trades.
• Study for and successfully complete the required SIE, Series 7 Top Off, and Series 66 exams.
• Build customer-service and financial-services skills through training, development, networking, and work with customers of increasing complexity.
• Transition to an on-site Investor Center role after completing onboarding.

Benefits

• Paid training and paid study time.
• Fidelity-sponsored licensing exams and licensing support, including coaches, structured study plans, and dedicated assistance.
• Dedicated weekly time for development, networking, and training.
• Career coaching and support for planning a personalized career path.

What This Job Offers

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