Financial Services Representative - Burlington, MA

Fidelity Investments•Burlington, MA

12d•$45,000 - $75,000•Hybrid

About The Position

Join Fidelity as a Financial Services Representative and build a strong foundation for a career in financial planning and advice. This role offers paid training to help you obtain necessary licenses (SIE, Series 7 Top Off, and Series 66) sponsored by Fidelity, with dedicated study time and support. You will gain skills by supporting customers with increasing complexity, initially working 4 days remotely and 1 day on-site, with dedicated weekly time for development, networking, and training. Upon program completion, you will transition to a fully on-site Investor Center role. During onboarding, you will support customers over the phone from home, handling inquiries about account balances, processing transactions, identifying resources, and placing trades, with one day per week in the Investor Center. After onboarding, the role becomes fully on-site.

Requirements

High energy and enthusiasm with a demonstrated passion for helping people.
Flexibility and self-motivation.
Experience in customer service (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.
Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once.
Coachability, collaboration, and curiosity.

Nice To Haves

No finance background or college degree required.

Responsibilities

Support Fidelity customers over the phone, answering questions about account balances.
Process withdrawals and transfers.
Identify resources for customers.
Place trades.
Support customers with increasing complexity to strengthen skills.
Obtain SIE, Series 7 Top Off, and Series 66 licenses.