Financial Services Representative - Chandler, AZ

Overview

Financial Services Representative

Job Description:

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. You will receive paid training to help you obtain your Series 7 and 66 licenses, personalized support, career guides, and celebration of achievements while building skills and experiences.

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, 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 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 build advanced skills to further your career in planning.

• You are supported. We provide all the training needed to develop skills to service customers and study for FINRA licensing exams. A finance background or college degree is not required.
• You are celebrated. Achievements are recognized 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 explore opportunities and chart a course for growth.
• You get variety. You’ll have dedicated time to focus on development activities and work beyond supporting customer needs while building skills for daily Investor Center work.

• High energy and enthusiasm with a natural passion for helping people
• Flexibility and self-motivation
• Experience in customer service (phone or in-person) and ability to thrive face to face 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
• Coachability, collaboration, and curiosity will fuel your success

Note:

Fidelity is not providing immigration sponsorship for this position.

Our benefit programs help you and your loved ones balance work and life. Here are a few featured benefits (not all benefits are listed):
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 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.

Certifications:

Series 7 - FINRA, Series 66 - FINRA

Category:
Customer Service

Please be advised that Fidelity’s business is governed by the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, state securities and retirement-related laws, and the rules and regulations of FINRA and other self-regulatory organizations. These laws may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.