Financial Services Representative - Irvine, CA
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. This role involves obtaining FINRA licenses (SIE, Series 7 Top Off, and Series 66) with full sponsorship from Fidelity, including paid study time, licensing coaches, and dedicated support. You will build and solidify skills by supporting customers with increasing complexity, working remotely and on-site, and dedicating time for development, networking, and training. After completing the program, you will transition to a fully on-site Investor Center role. During onboarding, you will support Fidelity customers over the phone, answering questions about account balances, processing transactions, identifying resources, and placing trades, working from home with one day per week in the Investor Center. After onboarding, you will 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.
Nice To Haves
- No finance background or college degree required.
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 sponsored training and study.
- 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.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
