Financial Services Representative - St. Louis - Ladue, MO

Fidelity • Saint Louis, MO

7d • Hybrid

About The Position

Join Fidelity as a Financial Services Representative and embark on a career in financial planning and advice. This role offers paid training to help you obtain necessary licenses, build and solidify skills through a hybrid work model, and discover success within the wealth management development track. You will support Fidelity customers, answer questions, process transactions, and eventually transition to a fully on-site Investor Center role. Fidelity provides comprehensive training and support for your professional growth.

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, Series 66).

Nice To Haves

• No finance background or college degree required to succeed.

Responsibilities

• Support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades.
• Obtain FINRA licenses: SIE, Series 7 Top Off, and Series 66.
• Work 4 days remotely and 1 day on-site during the initial phase, supporting customers with increasing complexity.
• Participate in dedicated weekly time for development, networking, and training.
• Transition to a fully on-site Investor Center role after completing the program.
• Build advanced skills for a career in financial planning.

Benefits

• Paid training to obtain licenses (SIE, Series 7 Top Off, Series 66).
• Fully sponsored licensing exams.
• Paid study time for licensing exams.
• Licensing coaches, structured study plans, and dedicated support.
• Career coaching to understand career opportunities and chart a personalized career path.
• Recognition and celebration of achievements.
• Support and structure to plan for your future.

What This Job Offers

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