Financial Services Representative - Salt Lake City, UT

Fidelity Investments Inc.; Salt Lake City (UT); Hybrid; USD 45,000 - 60,000; Full time

Job summary

A leading company in financial services seeks a Financial Services Representative in Salt Lake City. In this role, you'll support customers with various financial inquiries while participating in a thorough training program to earn your SIE, Series 7, and Series 66 licenses. The hybrid working model allows for flexibility with training and in-center work, ensuring a path for career growth and development.

Benefits

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

Dependent Care

Wellness Programs

Qualifications

• No finance background or college degree required.
• Experience in customer service (phone or in-person) in a fast-paced environment.

Responsibilities

• Handle inbound calls to support customers with account inquiries and trade placements.
• Assist customers during the onboarding process with account handling and compliance.
• Obtain licensing certifications with comprehensive training and support.

Skills

Customer Service

Interpersonal Skills

Attention to Detail

Multitasking

Coachability

Collaboration

Curiosity

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. During onboarding, you'll assist Fidelity’s customers over the phone with account inquiries, withdrawals, fund transfers, resource identification, and trade placements, working from home with one day per week in the Investor Center. After onboarding, you will work daily in the Investor Center.

What to Expect

In your first year, your onboarding leader will support you through our industry-leading training program, with a mix of remote work and in-center support.

• Obtain Licenses: Study for and earn your SIE, Series 7 Top Off, and Series 66 licenses, fully paid and sponsored by Fidelity. This includes four days per week of paid study time, coaching, study plans, and review classes. Successful completion of all exams is required.
• Build 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 and networking. Upon completing training, you’ll transition to working fully on-site, with flexibility to support remote work before that transition.
• Discover Success: Gain confidence and proficiency in serving customers, joining the wealth management development track to build advanced skills for your career in planning.

Advantages of Our Career Development Program

• 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: Your achievements are recognized and celebrated as you progress toward your first promotion.
• You are growing: Receive career coaching to explore opportunities at Fidelity and plan your personalized career path.
• You get variety: Balance development activities with customer support, building skills for your future role in the Investor Center.

What We’re Looking For

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

Skills You Bring

• Eagerness to learn and build a career in financial services
• Ability to deliver excellent customer experiences
• Strong interpersonal skills, attention to detail, and multitasking ability
• Coachability, collaboration, and curiosity

Our Investment 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, Paid Time Off, Commuter Benefits, Dependent Care, Charitable Match, Concierge Services, Wellness Programs, and Fitness Reimbursement. You will be supported in obtaining your SIE, Series 7, and Series 66 certifications with paid time and coaching.

Certifications:

SIE, Series 7, Series 66 – 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 our business needs and culture.