Financial Services Representative - Chesterfield, MO

Fidelity Investments Inc.; St. Louis (MO); Hybrid; USD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking company as a Financial Services Representative, where you'll play a crucial role in supporting customers and developing your career in financial services. This position offers a unique hybrid working model, allowing you to work from home while also gaining valuable in-person experience at an Investor Center. With extensive training, including support for obtaining industry-recognized licenses, you'll build essential skills and receive personalized coaching to help you thrive. Celebrate your achievements and grow within a company that values your contributions and invests in your future.

Benefits

Maternal and Parental Leave

Tuition Reimbursement

Student Loan Assistance

401(k) with 7% match

Health Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Paid Time Off

Wellness Program

Qualifications

• Passion for helping people and delivering outstanding customer experiences.
• Ability to thrive in fast-paced environments with flexibility and self-motivation.

Responsibilities

• Support customers over the phone, answering account questions and placing trades.
• Participate in a comprehensive training program to obtain necessary licenses.

Skills

Customer Service Experience

Interpersonal Skills

Attention to Detail

Multitasking Ability

Eagerness to Learn

Flexibility

Self-Motivation

Coachability

Collaboration

Curiosity

Education

High School Diploma

No finance background required

Job description

Job Description:

Financial Services Representative

Are you passionate about helping people? Join our team as a Financial Services Representative, where you'll have dedicated time to focus on growth and career development. Support our customers by handling inbound calls while preparing for a future as the face of Fidelity in our Investor Centers. Benefit from paid training to obtain your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, all while building valuable skills and experiences.

During onboarding, you'll support Fidelity’s customers over the phone, answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. This role allows you to work from home with one day per week in the Investor Center. After completing onboarding, you'll work in the Investor Center daily.

What to expect…

In your first year, your onboarding leader will support you through our industry-leading training program, working both at home and in an Investor Center.

1. Obtain Licenses: Study for and obtain your SIE, Series 7 Top Off, and Series 66 licenses, fully paid for and sponsored by Fidelity. Includes paid study time, support from licensing coaches, and review classes. Successful completion of all exams is required.

2. Build and Solidify Skills: Spend four days a week working from home and one day in an Investor Center, supporting customers with increasing complexity. You will have dedicated time each week for skill development, networking, online classes, and more. After training, transition to working fully on-site, with potential remote work support depending on business needs.

3. Discover Success: Gain confidence and proficiency in serving customers, join the wealth management development track, and build advanced skills to further your career in planning.

Advantages of our career development experience…

• You are supported. Receive all necessary training to develop customer service skills and study for FINRA licensing exams. No finance background or college degree required.

• You are celebrated. Your achievements will be recognized and celebrated as you progress toward your first promotion.

• You are growing. From day one, receive support and structure to plan your future at Fidelity, with career coaching to help chart your personalized career path.

• You get variety. Focus on development activities and work supporting customer needs, building skills for your future role in the Investor Center.

The expertise we’re looking for…

• High energy and enthusiasm with a passion for helping people

• Flexibility and self-motivation

• Customer service experience (phone or in-person) and ability to thrive face-to-face with clients in a fast-paced environment

The Skills You Bring

• Eagerness to learn and build a career in financial services

• Ability to deliver an outstanding customer experience

• Excellent interpersonal skills, attention to detail, and multitasking ability

• Coachability, collaboration, and curiosity

Our Investments in You

We offer benefits such as Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(k) with 7% match, Health, Dental, Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefits, Backup Dependent Care, Charitable Match, Concierge Services, Wellness Program, and Fitness Reimbursement.

Certifications: Paid support to obtain SIE, Series 7, and Series 66 licenses.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

Fidelity’s hybrid working model combines onsite and offsite work. Most roles require onsite work every other week, with flexibility for remote work based on business needs.