Financial Services Representative - Troy, MI

Overview

Financial Services Representative - Troy, MI at Fidelity Investments. This role supports inbound calls, onboarding training to obtain FINRA licenses, and a future as the official face of Fidelity in Investor Centers.

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

• 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 4 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 continue to 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 connect with colleagues, take 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 before transitioning to an Investor Center.
• Discover Success:
  You’ll gain confidence and proficiency serving customers as you join the wealth management development track and spend time building advanced skills for planning.

• You are supported. We provide all the training you need to develop the skills to service customers and study for 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 toward your first promotion.
• You are growing. From day one you’ll have support and structure to plan for your future at Fidelity, with career coaching to help you understand opportunities and chart a personalized path.
• You get variety. You’ll have dedicated time to focus on development activities and work beyond customer support while building unique skills for the Investor Center.

• 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 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

• Our benefit programs are crafted to help you and your loved ones balance work and life. Featured benefits include Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
• Certifications:
  
  You will be given paid time and support to obtain SIE – FINRA, Series 7 – FINRA, Series 66 – FINRA

Series 07 - FINRA, Series 66 - FINRA

• Customer Service

Please note:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Fidelity’s business is governed by securities and related laws and regulations; those laws may restrict Fidelity from hiring individuals with certain criminal histories.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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Troy, MI $-$

Farmington, MI $35,000.00-$75,000.00

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