Financial Services Representative - Winston-Salem, NC

Fidelity Investments Inc.; Winston-Salem (NC); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Join a forward-thinking company as a Financial Services Representative, where your passion for helping people will shine. This role offers a unique blend of remote work and in-person support, with comprehensive training to earn your financial licenses. You will engage with customers, providing exceptional service while developing your skills in a dynamic environment. Enjoy a supportive culture that celebrates your achievements and fosters growth, with various career opportunities available. If you're eager to learn and make a difference, this is the perfect chance to build a rewarding career in financial services.

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 work in a fast-paced environment with flexibility.

Responsibilities

• Support Fidelity’s customers through inbound calls and online learning.
• Prepare for licensing exams and transition to full-time work in an Investor Center.

Skills

Customer service experience

Strong interpersonal skills

Attention to detail

Multitasking ability

Flexibility

Self-motivation

Eagerness to learn

Coachability

Collaboration

Curiosity

Education

No finance background required

Job description

Job Description:

Financial Services Representative

Have a passion for helping people? Join our team as a Financial Services Representative, where you’ll dedicate time to growth and career development while supporting our customers through inbound calls. Prepare 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 by answering questions about accounts, making withdrawals, transferring funds, identifying resources, and placing trades, primarily working from home with one day per week in the Investor Center. After onboarding, you will 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, with a mix of remote work and in-center support.

• Obtain Licenses: Become a FINRA Registered Representative by studying for and earning your SIE, Series 7 Top Off, and Series 66 licenses. Fidelity covers all costs, including paid study time, coaching, and review classes. Successful completion of all exams is required.

• Build and Solidify Skills: Spend four days a week working remotely and one day in an Investor Center, supporting customers with increasing complexity. You’ll also have dedicated time weekly for skill development, networking, and online learning. After training, transition to full-time work in an Investor Center, with potential remote support before the transition depending on business needs.

• Discover Success: Gain confidence and proficiency in serving customers, join the wealth management development track, and build advanced skills for your career in planning.

Advantages of Our Career Development Experience…

• You are supported. We provide comprehensive training and study support for your 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 support and coaching to plan your future at Fidelity, exploring various career opportunities and personal growth paths.

• 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, 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 experiences

• Strong 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, Paid Time Off, Commuter Benefits, Backup Dependent Care, Charitable Match, Concierge Services, Wellness Program, and Fitness Reimbursement. You will receive paid support to obtain SIE, Series 7, and Series 66 certifications.

Certifications:

SIE, Series 7, 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 (Monday-Friday) in a Fidelity office.