Financial Services Representative - Burlington, MA

Fidelity • Burlington, MA

2d • 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. This role requires successful completion of all exams. You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move. You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. During your onboarding experience, you’ll 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.

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.
• Successful completion of all FINRA licensing exams (SIE, Series 7 Top Off, and Series 66).
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Finance background.
• College degree.

Responsibilities

• Support Fidelity customers over the phone.
• Answer questions about account balances.
• Process withdrawals and transfers.
• Identify resources.
• Place trades.
• Support customers with increasing complexity to strengthen skills.
• Transition to a fully on-site Investor Center role.
• Potentially spend additional time remotely supporting inbound customers based on business needs before moving fully onsite.

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