Financial Services Representative - Dayton, 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 support to obtain the SIE, Series 7 Top Off, and Series 66 licenses, including paid study time four days a week, licensing coaches, structured study plans, and dedicated support. Successful completion of all exams is required. During onboarding, representatives work from home four days a week and onsite in an Investor Center one day a week. They support customers by phone with account-balance questions, withdrawals and transfers, identifying resources, and placing trades. Representatives also receive weekly time for development, networking, and training while serving customers with increasing complexity. After onboarding, the role transitions to onsite work in the Investor Center each day. Depending on business needs, there may be a period of additional remote inbound-customer support before that transition. The position is part of a wealth management development track, with opportunities to build advanced planning skills and explore a personalized career path at Fidelity. A finance background or college degree is not required.
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, attention to detail, and 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 provide an outstanding customer experience.
- Answer questions about account balances.
- Process withdrawals and transfers.
- Identify resources for customers and place trades.
- Study for and successfully complete the required licensing exams.
- Participate in development, networking, and training activities.
- Transition to daily onsite work in an Investor Center after onboarding.
Benefits
- Paid training.
- Fidelity-sponsored licensing.
- Paid study time four days a week.
- Licensing coaches, structured study plans, and dedicated exam 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
