Financial Services Representative - Milwaukee, WI

Soteriare; Brookfield (WI); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Financial Services Representative to join their dynamic team. This role offers a unique opportunity to grow within the financial services sector, providing comprehensive training and support to help you obtain essential licenses. You'll engage with customers, assisting them with various inquiries and transactions, while developing your skills in a hybrid work environment. Enjoy a fulfilling career path with recognition for your achievements and a range of benefits designed to support your personal and professional growth. If you're passionate about helping others and eager to build a successful career, this is the perfect opportunity 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.
• Eagerness to learn and build a career in financial services.

Responsibilities

• Support customers with inquiries about account balances and fund transfers.
• Obtain Series 7 & 66 licenses through paid training.

Skills

Customer service experience

Interpersonal skills

Attention to detail

Multitasking ability

Flexibility

Self-motivation

Education

No finance background required

Job description

Financial Services Representative - Milwaukee, WI

Apply locations: Brookfield, WI | Time type: Full time | Posted: 2 Days Ago | Job requisition id: 2108878

Job Description:

Financial Services Representative

Are you passionate about helping people? Join our team as a Financial Services Representative, where you'll focus on growth and career development while supporting our customers through inbound calls. This role prepares you 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. During onboarding, you'll support Fidelity's customers over the phone with inquiries about account balances, withdrawals, fund transfers, resource identification, and trades, working from home with 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, our industry-leading training program will support you as you develop your skills, working both 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 paid study time, coaching, study plans, and review classes. Successful completion of all exams is required.
• 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 weekly for skill development, networking, and training. Upon completing training, you'll transition to working full-time in an Investor Center, with flexibility based on business needs.
• Discover Success: Gain confidence and proficiency in serving customers as you join the wealth management development track, building advanced skills to further your career in planning.

Advantages of our career development experience…

• You are supported: We provide comprehensive training to develop your skills and prepare for 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: Receive support and coaching to plan your future at Fidelity, exploring various career opportunities.
• You get variety: Focus on development activities and work beyond customer support, building unique 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 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
• Strong 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. You will be supported in obtaining your SIE, Series 7, and Series 66 licenses with paid time and assistance.

Certifications:

Series 07, Series 63, Series 65, Series 66 – all FINRA

Category:

Customer Service

Fidelity’s hybrid work model combines onsite and remote work, with most roles requiring onsite presence every other week, in accordance with business needs.