Financial Services Representative

Jobtailor; Lynnwood (WA); Hybrid; USD 52,000 - 68,000; Full time

Job summary

Fidelity Investments is seeking a client-facing professional to support Fidelity customers by phone, identify resources, and facilitate trades. You will onboard remotely with one day per week at the Investor Center, then transition to full onsite work and advance through Fidelity’s wealth management development track toward financial planning roles.

This role emphasizes exceptional customer experience, interoperability with clients, and ongoing professional development in financial services.

Qualifications

• Passed SIE, Series 7 Top Off, and Series 66 exams.
• Experience in customer service, by phone or in person.
• Ability to thrive face to face with clients in a fast-paced environment.
• Passion for helping people.
• Flexibility and self-motivation.
• Eagerness to learn and build a profession in financial services.
• Ability to deliver an outstanding customer experience.
• Superb interpersonal skills and attention to detail.
• Ability to handle multiple tasks at once.
• Coachability, collaboration, and curiosity.
• No finance background or college degree required.
• Fidelity will not provide immigration sponsorship for this position.
• May be subject to restrictions related to certain Criminal Histories under applicable laws and regulations.

Responsibilities

• Support Fidelity customers over the phone.
• Answer questions about account balances.
• Process withdrawals and transfers.
• Identify appropriate resources for customers.
• Place trades.
• Work remotely during onboarding with one day per week in the Investor Center.
• Spend dedicated weekly time on development, networking, and training.
• Support customers with increasing complexity to build financial services skills.
• Transition after onboarding to working onsite in the Investor Center each day.
• Progress through Fidelity’s wealth management development track toward financial planning and advice.
• Develop advanced planning skills and prepare for future Investor Center and financial advice opportunities.

Skills

Customer Service Experience

Interpersonal Skills

Attention to Detail

Flexibility

Self-Motivation

Coachability

Collaboration

Curiosity

Face-to-face Communication

Willingness to Learn

Education

No degree required

Job description

• Support Fidelity customers over the phone
• Answer questions about account balances
• Process withdrawals and transfers
• Identify appropriate resources for customers
• Place trades
• Work remotely during onboarding with one day per week in the Investor Center
• Spend dedicated weekly time on development, networking, and training
• Support customers with increasing complexity to build financial services skills
• Transition after onboarding to working onsite in the Investor Center each day
• Progress through Fidelity’s wealth management development track toward financial planning and advice
• Develop advanced planning skills and prepare for future Investor Center and financial advice opportunities

Requirements

• Successful completion of SIE, Series 7 Top Off, and Series 66 exams is required
• Experience in customer service, by phone or in person
• Ability to thrive face to face with clients in a fast-paced environment
• Passion for helping people
• Flexibility and self-motivation
• Eagerness to learn and build a profession in financial services
• Ability to deliver an outstanding customer experience
• Superb interpersonal skills and attention to detail
• Ability to handle multiple tasks at once
• Coachability, collaboration, and curiosity
• No finance background or college degree required
• Fidelity will not provide immigration sponsorship for this position
• May be subject to restrictions related to certain Criminal Histories under applicable laws and regulations

Core Competencies

Demonstrates strong customer service skills with a focus on delivering an outstanding customer experience. Possesses required financial services certifications and a commitment to ongoing professional development in wealth management and financial planning.

Highest-signal resume keywords

• SIE Exam
• Series 7 Top Off
• Series 66 Exam
• Customer Service Experience
• Financial Services Skills

Soft Skills

• Interpersonal Skills
• Attention to Detail
• Flexibility
• Self-Motivation
• Coachability
• CollaborationCuriosity

Certifications & Qualifications

• SIE Exam
• Series 7 Top Off
• Series 66 Exam

Industry Keywords

• Financial Services
• Wealth Management
• Customer Experience
• Investor Center
• Financial Planning