Financial Services Representative - Farmington Hills, MI

Fidelity Investments•Farmington Hills, MI

1d•Hybrid

About The Position

The Financial Services Representative supports Fidelity customers while developing a foundation for a career in financial planning and advice. The role begins with paid training to prepare for the SIE, Series 7 Top Off, and Series 66 licensing exams. Fidelity sponsors the licensing and provides paid study time four days a week, licensing coaches, structured study plans, and dedicated support. Successful completion of all required exams is required. During onboarding, representatives support customers by phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades. The initial working arrangement is four days remotely and one day on-site in an Investor Center. After onboarding, representatives work on-site in the Investor Center each day. Before that transition, there may be additional time supporting inbound customers remotely based on business needs. Representatives receive dedicated weekly time for development, networking, and training, and build skills serving customers with increasing complexity. The role is part of Fidelity’s wealth management development track and is intended to build advanced planning skills and support career growth.

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 the SIE, Series 7 Top Off, and Series 66 exams.
No finance background or college degree is required.

Responsibilities

Support Fidelity customers by phone, answering questions about account balances.
Process customer withdrawals and transfers.
Identify resources for customers and place trades.
Study for and successfully complete the required FINRA licensing exams.
Serve customers with increasing complexity while developing customer service and financial services skills.
Participate in development, networking, and training activities.
Transition to daily on-site work in an Investor Center after onboarding.