Financial Services Representative - Schaumburg, IL

Fidelity Investments • Schaumburg, IL

2d • $45,000 - $75,000 • Hybrid

About The Position

This role is for a Financial Services Representative where you will support Fidelity’s customers while building a foundation for a career in financial planning and advice. You will receive paid training to obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66), with paid study time, licensing coaches, and dedicated support. Initially, you will work 4 days remotely and 1 day on-site, supporting customers with increasing complexity 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 customers over the phone, answering questions about account balances, processing transactions, identifying resources, and placing trades. After onboarding, you will work on-site in the Investor Center daily.

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’s customers.
• Obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66).
• Support customers with increasing complexity.
• Dedicate time for development, networking, and training.
• Transition to a fully on-site Investor Center role.
• Answer customer questions about account balances.
• Process withdrawals and transfers.
• Identify resources.
• Place trades.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed