Financial Services Representative - Tucson, AZ

Fidelity Investments • Tucson, AZ

4d • Hybrid

About The Position

Join Fidelity as a Financial Services Representative and support customers while building a foundation for a career in financial planning and advice. This role offers paid training to help you obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66), with dedicated study time and support. You will build and solidify skills by supporting customers with increasing complexity, working remotely four days a week and one day on-site. After onboarding, you will transition to a fully on-site Investor Center role. During onboarding, you will support customers over the phone with account inquiries, processing transactions, and placing trades. The role is part of a wealth management development track, focusing on building advanced skills for a career in planning.

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 to succeed.

Responsibilities

• Support Fidelity customers over the phone, answering questions about account balances.
• Process withdrawals and transfers.
• Identify resources for customers.
• Place trades.
• Obtain SIE, Series 7 Top Off, and Series 66 licenses.
• Support customers with increasing complexity to strengthen skills.
• Participate in dedicated weekly time for development, networking, and training.

Benefits

• Paid training to obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66)
• Fully sponsored licensing by Fidelity
• Paid study time 4 days a week
• Licensing coaches, structured study plans, and dedicated support
• Career coaching to understand opportunities and chart a personalized career path

What This Job Offers

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