Financial Services Rep: Remote Start + Licensing Track

Fidelity Investments Inc.; Grand Rapids (MI); Hybrid; USD 35,000 - 55,000; Full time

Benefits offered by this job

Sponsorship for FINRA licences

Paid licensing study time

Onsite training

Job summary

Fidelity Investments in Grand Rapids is seeking a Financial Services Representative to support customers and build a foundation for a career in financial planning. The role includes licensure sponsorship (SIE, Series 7 Top Off, Series 66) with paid study time, and a hybrid work schedule with one day per week on-site in the Investor Center.

Advanced on-the-job training, coaching, and a wealth management development track will help you grow into a planning-focused advisor role.

Qualifications

• High energy and enthusiasm with a demonstrated passion for helping people.
• Flexibility and self-motivation in a dynamic environment.
• Experience in customer service (phone or in-person) and ability to thrive face to face with clients.
• 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 fuels success in the role.

Responsibilities

• Support Fidelity customers over the phone, answering questions about balances, withdrawals, transfers, resources, and trades.
• On onboarding, work from home with one day per week in the Investor Center, then transition to on-site Investor Center work.

Skills

High energy

People skills

Customer service

Flexibility

Self-motivation

Coachability

Collaboration

Curiosity

Job description

Fidelity Investments in Grand Rapids is seeking a Financial Services Representative to support customers and build a foundation for a career in financial planning. The role includes licensure sponsorship (SIE, Series 7 Top Off, Series 66) with paid study time, and a hybrid work schedule with one day per week on-site in the Investor Center.

Advanced on-the-job training, coaching, and a wealth management development track will help you grow into a planning-focused advisor role.