Financial Services Representative - Chesterfield, MO

Financial Services Representative – Chesterfield, MO at Fidelity Investments.

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, while you support our customers taking inbound calls and preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you obtain your Series 7 & 66 licenses, personalized support from knowledgeable career guides, and celebration of your achievements, while building skills and experiences.

During your onboarding experience you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of onboarding you will work in the Investor Center on a daily basis.

In your first year as a new Financial Services Representative, your onboarding leader will support you as you navigate our industry‑leading training program, working at home and in an Investor Center.

• Obtain Licenses:
  Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on‑the‑job study time four days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
• Build and Solidify
  
  Skills:
  
  You’ll spend four days a week working from home and one day a week in an Investor Center, supporting customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more. Once you complete this training journey, you’ll transition to working fully on‑site in an Investor Center.
  
  Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition.
• 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.

• You are supported. 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.
• You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
• You are growing. From day one you’ll have the support and structure to plan for your future  career coaching you will 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.
• You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.

• High energy and enthusiasm with a natural 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 career in financial services.
• Ability to deliver an outstanding customer experience.
• Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once.
• Coachability, collaboration, and curiosity will fuel your success.

• Maternal and parental leave.
• Tuition reimbursement.
• Student loan assistance.
• 401(k) 7% match.
• Health, dental, and vision insurance.
• Disability insurance.
• Paid time off.
• Commuter benefit program.
• Backup dependent care.
• Charitable match.
• Concierge services.
• Wellness program.
• Fitness reimbursement.

SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA.

Please 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.