Financial Services Representative - Wayne, NJ
Job Description:
Financial Services Representative u00A0Have a passion for helping people? Join our team of Financial Services Representative where you ll 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, 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 this onboarding experience, you will work in the Investor Center on a daily basis.
u00A0What to expectu2026u00A0In 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.
u00B7u00A0u00A0u00A0u00A0u00A0u00A0 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.
u00B7u00A0u00A0u00A0u00A0u00A0u00A0 Build and Solidify Skills:
u00A0You ll continue to spend four days a week working from home and one day a week in an Investor Center, where you ll support 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 to an Investor Center.
u00B7u00A0u00A0u00A0u00A0u00A0u00A0 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.
u00A0Advantages of our career development experienceu2026u00A0u00B7u00A0u00A0u00A0u00A0u00A0u00A0 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.
u00B7u00A0u00A0u00A0u00A0u00A0u00A0 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.
u00B7u00A0u00A0u00A0u00A0u00A0u00A0 You are growing.
From day one you ll have the support and structure to plan for your future at Fidelity.
The 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.
u00B7u00A0u00A0u00A0u00A0u00A0u00A0 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.
u00A0The expertise we re looking foru2026u00A0u00B7u00A0u00A0u00A0u00A0u00A0u00A0 High energy and enthusiasm with a natural passion for helping peopleu00B7u00A0u00A0u00A0u00A0u00A0u00A0 Flexibility and self-motivationu00B7u00A0u00A0u00A0u00A0u00A0u00A0 Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environmentu00A0The Skills You Bringu00A0u00B7u00A0u00A0u00A0u00A0u00A0u00A0 Eagerness to learn and build a career in financial servicesu00B7u00A0u00A0u00A0u00A0u00A0u00A0 Ability to deliver an outstanding customer experienceu00B7u00A0u00A0u00A0u00A0u00A0u00A0 Superb interpersonal skills, attention to detail and ability to manage multiple tasks at onceu00B7u00A0u00A0u00A0u00A0u00A0u00A0 Coachability, collaboration and curiosity will fuel your successu00A0Our Investments in Youu00A0Our benefit programs are crafted to help you 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 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 07 FINRA, Series 66 FINRACertifications:
Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024.
And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances:
Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.
com.
Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to email protected , or by calling 800-835-5099, prompt 2, option 3.
Recommended Skills Attention To Detail Customer Demand Planning Interpersonal Skills Networking Passionate Restaurant Operation Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
