Financial Services Pro – Remote Training & Licensing

Fidelity Investments Inc.; Vero Beach (FL); Híbrido; USD 42 000 - 64 000; Tempo integral

Resumo da oferta

Fidelity Investments Inc. in Florida is hiring a Financial Services Representative to support customers over the phone and in person, while building a foundation for a career in financial planning.

You’ll complete FINRA licensing (SIE, Series 7 Top Off, Series 66) with Fidelity-sponsored study time and coaching during onboarding. During training you’ll work 4 days remote and 1 day onsite, then move to a fully onsite Investor Center role.

Qualificações

• High energy and enthusiasm with a passion for helping people.
• Flexibility and self-motivation.
• Experience in customer service (phone or in-person).
• 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.
• Coachability, collaboration, and curiosity fuels success in the role.

Responsabilidades

• Support Fidelity customers over the phone and answer questions.
• Assist with account balances, withdrawals, transfers, and trades.
• Study for FINRA licensing with paid time and coaching.
• Work 4 days remote and 1 day on-site during training.
• Transition to fully on-site Investor Center after onboarding.

Conhecimentos

Customer service

Communication skills

Interpersonal skills

Attention to detail

Coachability

Collaboration

Descrição da oferta de emprego

Fidelity Investments Inc. in Florida is hiring a Financial Services Representative to support customers over the phone and in person, while building a foundation for a career in financial planning.

You’ll complete FINRA licensing (SIE, Series 7 Top Off, Series 66) with Fidelity-sponsored study time and coaching during onboarding. During training you’ll work 4 days remote and 1 day onsite, then move to a fully onsite Investor Center role.