Financial Services Representative
Remote / Online - Candidates ideally in
Lynnwood, Snohomish County, Washington, 98037, USA
Listed on 2026-09-05
Lynnwood, Snohomish County, Washington, 98037, USA
Listing for:
Jobtailor
Full Time, Remote/Work from Home
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
- Support Fidelity customers over the phone
- Answer questions about account balances
- Process withdrawals and transfers
- Identify appropriate resources for customers
- Place trades
- Work remotely during onboarding with one day per week in the Investor Center
- Spend dedicated weekly time on development, networking, and training
- Support customers with increasing complexity to build financial services skills
- Transition after onboarding to working onsite in the Investor Center each day
- Progress through Fidelity’s wealth management development track toward financial planning and advice
- Develop advanced planning skills and prepare for future Investor Center and financial advice opportunities
- Successful completion of SIE, Series 7 Top Off, and Series 66 exams is required
- Experience in customer service, by phone or in person
- Ability to thrive face to face with clients in a fast-paced environment
- Passion for helping people
- Flexibility and self-motivation
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills and attention to detail
- Ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity
- No finance background or college degree required
- Fidelity will not provide immigration sponsorship for this position
- May be subject to restrictions related to certain Criminal Histories under applicable laws and regulations
Demonstrates strong customer service skills with a focus on delivering an outstanding customer experience. Possesses required financial services certifications and a commitment to ongoing professional development in wealth management and financial planning.
Highest-signal resume keywords- SIE Exam
- Series 7 Top Off
- Series 66 Exam
- Customer Service Experience
- Financial Services Skills
- Interpersonal Skills
- Attention to Detail
- Flexibility
- Self-Motivation
- Coachability
- Collaboration Curiosity
- SIE Exam
- Series 7 Top Off
- Series 66 Exam
- Financial Services
- Wealth Management
- Customer Experience
- Investor Center
- Financial Planning
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