Financial Services Pro - Remote Training & Licensing Path

Fidelity Investments; Center Valley (Lehigh County); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(K) 7% match

Health Insurance

Dental Insurance

Vision Insurance

Paid Time off

Commuter Benefit Program

Tuition Reimbursement

Student Loan Assistance

Wellness Program

Fitness Reimbursement

Job summary

Fidelity Investments in Center Valley, PA invites you to join us as a Financial Services Representative. You will support customers on inbound calls while building a path toward becoming Fidelity's face in Investor Centers, with paid training and licensing support for SIE, Series 7 and 66.

You'll split time between working from home and one day per week in the Investor Center, progressing toward full on-site service.

Qualifications

• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment.
• Eagerness to learn and build a career in financial services.
• Ability to deliver an outstanding customer experience.
• Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once.
• Coachability, collaboration and curiosity will fuel your success.
• High energy and enthusiasm with a natural passion for helping people
• Flexibility and self-motivation

Responsibilities

• Obtain Licenses: Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
• Build and Solidify Skills: you’ll spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills.
• Discover Success: 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.
• Supporting onboarding experience, you’ll answer questions about accounts, transfers, and trades, while preparing for future investor-center onsite work.

Skills

Customer service

Interpersonal skills

Multitasking

Coachability

Job description

Fidelity Investments in Center Valley, PA invites you to join us as a Financial Services Representative. You will support customers on inbound calls while building a path toward becoming Fidelity's face in Investor Centers, with paid training and licensing support for SIE, Series 7 and 66.

You'll split time between working from home and one day per week in the Investor Center, progressing toward full on-site service.