Financial Services Representative - Rockville, MD

Fidelity Investments; Rockville (MD); Hybrid; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking enthusiastic individuals to join their team as Financial Services Representatives. This role offers a unique opportunity to support customers while developing essential skills in financial services. With a hybrid work model, you will spend four days working from home and one day in the Investor Center, gaining invaluable experience and confidence. Comprehensive training and support for licensing exams are provided, ensuring you are well-prepared for your career. If you have a passion for helping others and a desire to grow in the financial sector, this position is perfect for you.

Benefits

Parental Leave

Tuition Reimbursement

Student Loan Assistance

401(k) Match

Health/Dental/Vision Insurance

Disability Insurance

Paid Time Off

Commuter Benefits

Dependent Care

Wellness Programs

Qualifications

• Passion for helping people and eagerness to learn in financial services.
• Ability to deliver outstanding customer experiences in a fast-paced environment.

Responsibilities

• Support customers through inbound calls, answering questions about accounts.
• Obtain necessary licenses and develop skills for a career in financial services.

Skills

Customer Service Experience

Interpersonal Skills

Attention to Detail

Multitasking Ability

Coachability

Collaboration

Curiosity

Education

High School Diploma

Bachelor's Degree (Preferred)

Job description

Join to apply for the Financial Services Representative - Rockville, MD role at Fidelity Investments

1 week ago Be among the first 25 applicants

Join to apply for the Financial Services Representative - Rockville, MD role at Fidelity Investments

Financial Services Representative

Job Description

Have a passion for helping people? Join our team of Financial Services Representatives where you’ll have dedicated time to focus on growth and career development. You will support our customers by taking inbound calls, answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. This role involves working from home with one day per week in the Investor Center. Upon onboarding completion, you will work in the Investor Center daily.

What to expect…

• Obtain Licenses: Study for and obtain your SIE, Series 7, and Series 66 licenses, fully paid and sponsored by Fidelity. Includes paid study time, coaching, and review classes. All exams must be successfully completed.
• Build and Solidify Skills: Spend four days a week supporting customers from home and one day in an Investor Center, developing your skills with increasing complexity. Transition to full-time in the Investor Center after training.
• Discover Success: Gain confidence and proficiency in serving customers, joining the wealth management development track, and building advanced skills for your career in planning.

Advantages of our career development experience…

• Support: Receive comprehensive training to develop customer service skills and prepare for licensing exams, no finance background required.
• Celebration: Your achievements will be recognized and celebrated, with opportunities for promotion.
• Growth: Receive career coaching to explore opportunities and plan your personalized career path at Fidelity.
• Variety: Focus on development activities and work beyond supporting customer needs to prepare for daily Investor Center roles.

The expertise we’re looking for…

• High energy, enthusiasm, and a passion for helping people
• Flexibility and self-motivation
• Customer service experience (phone or in-person) in a fast-paced environment

The Skills You Bring

• Eagerness to learn and build a career in financial services
• Ability to deliver outstanding customer experience
• Interpersonal skills, attention to detail, multitasking ability
• Coachability, collaboration, curiosity

Our Investments in You

We offer benefits such as parental leave, tuition reimbursement, student loan assistance, 401(k) match, health/dental/vision insurance, disability, paid time off, commuter benefits, dependent care, charitable match, wellness programs, and fitness reimbursement. Certifications include paid support to obtain SIE, Series 7, and Series 66 licenses. The base salary range is $45,000 - $75,000 annually, with total compensation potentially including bonuses. Fidelity’s hybrid work model involves working onsite every other week in most roles.