Financial Services Representative - Berkeley CA
Overview
Join Fidelity as a Financial Services Representative to support customers and build a career in financial planning. This role offers paid training and licensing support to obtain FINRA licenses. You will work remotely and on-site to serve customers and advance your career.
What You'll Do8
- 1Obtain FINRA licenses including SIE Series 7 Top Off and Series 66 fully sponsored by Fidelity
- 2Provide phone support for account balances withdrawals transfers and trading
- 3Identify resources and assist customers with wealth management development track
- 4Transition to fully on-site Investor Center role after onboarding
- 5Maintain high energy and enthusiasm while delivering excellent customer experiences
- 6Develop advanced skills in financial services through structured development
- 7Collaborate with team to excel in fast-paced environment
- 8Demonstrate coachability and curiosity to drive success
Requirements5
- 15+ years experience in customer service or similar field
- 2Strong interpersonal skills and ability to thrive face to face
- 3Eagerness to learn and build a professional career in financial services
- 4Ability to handle multiple tasks simultaneously
- 5Willingness to relocate to San Francisco based on opportunity
Salary Insight
$45 - $75k per year
Location
Required Skills
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