Financial Services Representative - Grand Rapids, MI

Fidelity Investments•Grand Rapids, MI

6d•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. You will support customers with increasing complexity to strengthen your skills and will have dedicated weekly time for development, networking, and training. You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. 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.

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 (SIE, Series 7 Top Off, and Series 66) through paid study time, licensing coaches, structured study plans, and dedicated support.
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.
Potentially spend additional time remotely supporting inbound customers based on business needs before transitioning fully on-site.