Financial Services Representative, College Graduate - Fairfield, CT

Fidelity Investments•Fairfield, CT

4d•Hybrid

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, with paid training to help you obtain licenses and build skills. You will support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day. This role requires successful completion of all exams.

Requirements

High energy and enthusiasm with a demonstrated passion for helping people.
Flexibility and self-motivation.
Experience in customer service (phone or in-person) and an 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

College degree

Responsibilities

Support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades.
Obtain FINRA SIE, Series 7 Top Off, and Series 66 licenses.
Support customers with increasing complexity to strengthen skills.
Transition to a fully on-site Investor Center role after completing the program.
Potentially spend additional time remotely supporting inbound customers based on business needs before moving to a fully on-site role.