Financial Services Representative, College Graduate - Tampa, FL

Fidelity • Tampa, FL

1d • 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)
• 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

• College degree

Responsibilities

• Support Fidelity customers
• Build a career in financial planning and advice
• Obtain FINRA licenses (SIE, Series 7 Top Off, and Series 66)
• Support customers with increasing complexity
• Engage in dedicated weekly time for development, networking, and training
• Transition to a fully on-site Investor Center role
• Support inbound customers remotely (based on business needs)
• Serve customers and build advanced skills in wealth management
• Answer questions about account balances
• Process withdrawals and transfers
• Identify resources
• Place trades

Benefits

• Paid training to obtain licenses
• Fully sponsored FINRA licenses (SIE, Series 7 Top Off, and Series 66)
• Paid study time 4 days a week for licensing
• Licensing coaches
• Structured study plans
• Dedicated support for licensing success
• Dedicated weekly time for development, networking, and training
• Career coaching
• Support and structure for future planning

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed