Financial Services Representative, College Graduate - Burlington, MA

Here’s what you will be doing:

• Support Fidelity customers by answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades.
• Work remotely 4 days a week and 1 day on-site during onboarding, transitioning to fully on-site in the Investor Center after onboarding.
• Obtain FINRA licenses including SIE, Series 7 Top Off, and Series 66, with Fidelity sponsoring all licensing costs and providing paid study time, coaching, and structured plans.
• Develop skills by supporting customers with increasing complexity and participate in weekly development, networking, and training sessions.
• Join the wealth management development track to build advanced skills and prepare for a career in financial planning and advice.

The company is looking for:

• High energy and enthusiasm with a passion for helping people.
• Flexibility, self-motivation, and eagerness to learn and build a profession in financial services.
• Experience in customer service, either phone or in-person, with ability to thrive in a fast-paced, client-facing environment.
• Ability to deliver outstanding customer experiences with superb interpersonal skills and attention to detail.
• Capability to handle multiple tasks simultaneously.
• Coachability, collaboration, and curiosity to drive success in the role.

• Base salary range of $45,000 to $75,000 per year, varying by responsibilities, location, and experience.
• Potential eligibility for bonuses or other variable compensation.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources.

Fidelity provides paid training and coaching to help you obtain FINRA licenses and develop skills needed to support customers and advance your career in financial planning.

You will receive career coaching to explore various opportunities at Fidelity and create a personalized growth path, with recognition and celebration of achievements leading to promotions.