Financial Services Representative - Vero Beach, FL

Soteria Reinsurance Ltd.; Vero Beach, Northern (FL, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Fidelity Investments seeks a Financial Services Representative in Vero Beach, FL. You’ll support Fidelity customers by handling account inquiries, withdrawals, transfers, and trade placement from home with one day per week in the Investor Center, then transition to fully on-site work.

The program offers paid training, sponsorship for FINRA SIE, Series 7 Top Off, and Series 66 licenses, coaching, and a clear path toward a wealth management career, with onsite expectations evolving during rollout.

Qualifications

• Experience in customer service (phone or in-person).
• Ability to deliver an outstanding customer experience in a fast-paced environment.
• Willingness to learn and build a career in financial services.

Responsibilities

• Assist Fidelity customers over the phone, answering questions about accounts.
• Process withdrawals and transfers, identify resources, and place trades.
• Support training and progression through FINRA licensing exams.
• Stay flexible with on-site and remote work as Fidelity transitions to onsite roles.

Skills

Customer service

Strong communication

Interpersonal skills

Coachability

Job description

## Financial Services Representative - Vero Beach, FLApply: 821 BEACHLAND BLVD VERO BEACH, FL: Full time: Posted Today: 2133215## ## Job Description:**Financial Services Representative****Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role**Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:* **Obtain Licenses:** Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.* **Build and Solidify Skills:** You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.* **Discover Success:** You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.## **The Expertise and Skills You Bring*** High energy and enthusiasm with a demonstrated passion for helping people* Flexibility and self-motivation* Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment* Eagerness to learn and build a profession in financial services* Ability to deliver an outstanding customer experience* Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once* Coachability, collaboration, and curiosity fuels success in the role## **The Team**We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:* For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 2* For roles based in Ireland: Contact [e-mail]* For roles based in Germany: Contact [e-mail]