Financial Services Representative - Hilton Head, SC
About The Position
The Financial Services Representative supports Fidelity customers while developing a foundation for a career in financial planning and advice. The role begins with paid training and preparation for FINRA licensing exams: SIE, Series 7 Top Off, and Series 66. Fidelity provides paid study time four days a week, licensing coaches, structured study plans, and dedicated support. Successful completion of all required exams is necessary. During onboarding, the representative assists customers by phone with account-balance questions, withdrawals and transfers, identifying resources, and placing trades. The initial work arrangement is four days remote and one day per week in the Investor Center. After onboarding, the representative transitions to working onsite in the Investor Center each day. Before that transition, additional time remotely supporting inbound customers may be possible based on business needs. The role includes weekly time for development, networking, and training, and provides a path into Fidelity’s wealth management development track and future planning roles. Fidelity provides the training and career coaching needed to build customer-service skills, prepare for licensing exams, and explore career opportunities. A finance background or college degree is not required. Fidelity states that it will not provide immigration sponsorship for this position. The position is subject to applicable laws and regulations concerning certain criminal histories.
Requirements
- High energy and enthusiasm, with a demonstrated passion for helping people.
- Flexibility and self-motivation.
- Customer-service experience by 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.
- Strong interpersonal skills and attention to detail.
- Ability to handle multiple tasks at once.
- Coachability, collaboration, and curiosity.
- Successful completion of the required licensing exams: SIE, Series 7 Top Off, and Series 66.
Responsibilities
- Support Fidelity customers over the phone during onboarding.
- Answer questions about account balances.
- Process withdrawals and transfers.
- Identify resources for customers and place trades.
- Study for and successfully complete the required FINRA licensing exams.
- Develop customer-service and financial-planning skills through training, development, networking, and career coaching.
- Transition to daily onsite work in the Investor Center after onboarding.
Benefits
- Paid training.
- Fidelity-sponsored FINRA licensing preparation and exam support.
- Paid study time four days a week.
- Licensing coaches and structured study plans.
- Dedicated weekly time for development, networking, and training.
- Career coaching and support for career development.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
