Financial Services Representative - Knoxville, TN

Fidelity•Knoxville, TN

2d•Hybrid

About The Position

Join our team of Financial Services Representatives where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. In your first year as a new Financial Services Representative, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. 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.

Requirements

High energy and enthusiasm with a natural passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
Successful completion of all licensing exams (SIE, Series 7, Series 66)
No finance background or college degree required to succeed

Responsibilities

Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
Navigate an industry-leading training program.
Study for and obtain SIE, Series 7 Top Off and Series 66 licenses.
Support customers with increasing complexity to develop and hone skills.
Develop new skills, network with colleagues, and take online classes.
Transition to working fully on-site in an Investor Center.
Potentially spend more time working remotely supporting inbound phone customers before transitioning to an Investor Center.
Gain confidence and develop proficiency serving customers.
Join the wealth management development track.
Build advanced skills that will further develop career in planning.