Financial Services Representative, College Graduate - Gold Coast, IL

Fidelity Investments•Chicago, IL

2d•$45,000 - $75,000•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. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. The base salary range for this position is $45,000 - $75,000 per year.

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)

Nice To Haves

Finance background
College degree

Responsibilities

Support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades.
Obtain FINRA licenses including SIE, Series 7 Top Off, and Series 66.
Support customers with increasing complexity to strengthen skills.
Participate in dedicated weekly time for development, networking, and training.
Transition to a fully on-site Investor Center role after completing the program.
Serve customers and build advanced skills in wealth management.
Work from home with one day per week in the Investor Center during onboarding.
Transition to working on-site in the Investor Center each day after completing onboarding.