Financial Services Representative - Dayton, OH
About The Position
The Financial Services Representative supports Fidelity customers while building a foundation for a career in financial planning and advice. The role begins with paid training to prepare for FINRA licensing exams: the SIE, Series 7 Top Off, and Series 66. Fidelity sponsors the licenses and provides paid study time four days a week, licensing coaches, structured study plans, and dedicated support. Successful completion of all exams is required. During onboarding, representatives work from home four days a week and in the Investor Center one day a week, supporting customers by phone with questions about account balances, withdrawals and transfers, available resources, and trades. After onboarding, the role transitions to working onsite in the Investor Center each day. Before that transition, additional remote work supporting inbound customers may be possible based on business needs. The role also includes weekly time for development, networking, and training, and is part of Fidelity’s wealth management development track.
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 all required licensing exams.
- No finance background or college degree is required.
Responsibilities
- Support Fidelity customers by phone and provide an outstanding customer experience.
- Answer questions about account balances and process withdrawals and transfers.
- Identify resources for customers and place trades.
- Complete the required FINRA licensing exams: SIE, Series 7 Top Off, and Series 66.
- Participate in paid study time, structured training, development, networking, and career coaching.
- Transition to an onsite Investor Center role after onboarding.
Benefits
- Paid training and sponsored FINRA licensing exams.
- Paid study time four days a week.
- Licensing coaches, structured study plans, and dedicated support.
- Weekly time for development, networking, and training.
- Career coaching and support in planning a personalized career path.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
