Financial Services Representative - Sunnyvale, CA

Fidelity Investments•Sunnyvale, CA

3d•$45,000 - $75,000•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 and support. Initially, the role involves working four days remotely and one day on-site, supporting customers with increasing complexity and dedicating time to development, networking, and training. After completing the program, the role transitions to a fully on-site Investor Center position. During onboarding, representatives will handle customer inquiries over the phone regarding account balances, processing transactions, identifying resources, and placing trades, while working from home with one day per week in the Investor Center. Post-onboarding, the role becomes fully on-site in the Investor Center.

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.

Nice To Haves

No finance background or college degree required.

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.
Obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66) through sponsored training and study.