Financial Services Representative - Cleveland East, OH
About The Position
The Financial Services Representative supports Fidelity customers while building a foundation for a career in financial planning and advice. The role includes paid training and preparation for the SIE, Series 7 Top Off, and Series 66 exams, which are fully sponsored by Fidelity. Employees receive paid study time four days per week, licensing coaches, structured study plans, and dedicated support. Successful completion of all required exams is necessary. During onboarding, the representative supports customers by phone with account balance questions, withdrawals and transfers, identifying resources, and placing trades. The onboarding schedule is four days remote and one day onsite in an Investor Center. After onboarding, the representative transitions to working onsite in the Investor Center each day. Before that transition, additional remote time supporting inbound customers may be possible based on business needs. The role also includes weekly time for development, networking, and training, and is part of a wealth management development track.
Requirements
- High energy and enthusiasm, with a demonstrated passion for helping people.
- Flexibility and self-motivation.
- Customer service experience by 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.
- Strong interpersonal skills and attention to detail.
- Ability to handle multiple tasks at once.
- Coachability, collaboration, and curiosity.
- Successful completion of all required licensing exams.
Responsibilities
- Support Fidelity customers over the phone and answer questions about account balances.
- Process customer withdrawals and transfers.
- Identify resources for customers and place trades.
- Study for and successfully complete the SIE, Series 7 Top Off, and Series 66 licensing exams.
- Build skills by supporting customers with increasing levels of complexity.
- Participate in development, networking, and training activities.
- Transition to providing customer support onsite in an Investor Center after onboarding.
Benefits
- Paid training.
- Fidelity-sponsored licensing exams.
- Paid study time four days a week.
- Licensing coaches, structured study plans, and dedicated support.
- Dedicated weekly time for development, networking, and training.
- Career coaching and support for planning a personalized career path.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
