Financial Services Representative - Lone Tree

Position: Financial Services Representative - Lone Tree, CO
** Financial Services Representative
** Haveyou’llyou’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 this onboarding experience, you will work in the Investor Center on a daily basis.
have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while 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 get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences.

During your onboarding experience in this role, In your first year as a new Financial Services Representatives, 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 (Financial Industry Regulatory Authority) 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:

** support customers with increasing complexity to develop and hone your skills.  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 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.
** Advantages of our career development experience…
** don’t need a finance background or college degree to succeed in this role. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You
** 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.  have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
** The Skills You Bring
** 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  and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed):
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
#J-18808-Ljbffr