Financial Services Representative - Dunwoody, GA

Fidelity Investments Inc.; Dunwoody (GA); Hybrid; USD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Financial Services Representative, where you'll embark on a rewarding career in financial services. This role offers comprehensive training and support to obtain your Series 7 and 66 licenses, allowing you to build essential skills while helping customers. Enjoy a hybrid working model that combines remote work with in-person collaboration at the Investor Center. With a focus on personal growth and recognition of achievements, this is an exciting opportunity to shape your future in a dynamic environment. If you are enthusiastic and eager to learn, this could be the perfect fit for you!

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

Commuter Benefits

Qualifications

• Passion for helping people and delivering outstanding customer experiences.
• Ability to thrive in a fast-paced environment and adapt to customer needs.

Responsibilities

• Handle inbound calls to support customers and prepare for licensing exams.
• Work from home with one day per week in the Investor Center.

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 for 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 recognition of your achievements. Build skills and experience while working from home and spending one day per week in the Investor Center. After 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 remotely and in an Investor Center.

• Obtain Licenses: Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off, and Series 66 licenses, fully paid and sponsored by Fidelity. This includes four days of paid, on-the-job study weekly, support from licensing coaches, study plans, and review classes. Successful exam completion is required.

• Build and Solidify Skills: Spend four days a week supporting customers remotely and one day in an Investor Center, handling increasingly complex customer needs. Dedicate time weekly for skill development, networking, online classes, and more. Post-training, transition to working fully onsite. Depending on business needs, you may spend more time remotely before fully transitioning.

• Discover Success: Gain confidence and proficiency by serving customers, joining the wealth management development track, and building advanced skills for a career in planning.

Advantages of our career development experience…

• You are supported: Receive comprehensive training to develop customer service skills and prepare for licensing exams. No finance background or college degree required.

• You are celebrated: Achievements are recognized and celebrated as you progress toward your first promotion.

• You are growing: Receive support and structure to plan your future at Fidelity with personalized career coaching and development opportunities.

• You get variety: Focus on development activities and work beyond customer support, 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 outstanding customer experiences

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

• Coachability, collaboration, and curiosity

Our Investments in You

We offer benefits like 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 Programs, 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 remote work. Most roles require onsite presence every other week, Monday through Friday, in a Fidelity office.