Financial Services Representative, FINRA Licensing Path & Onsite CAREER Growth
Overview
Own the customer experience at Fidelity while building a foundation in financial planning and advice. You’ll obtain FINRA licenses with sponsored training and work a blended schedule during onboarding before transitioning to on-site Investor Center work. You’ll gain hands-on exposure to account questions, withdrawals, transfers, and trades while developing advanced wealth management skills. This role emphasizes training, licensing, and a clear path to professional growth within Fidelity's Investor Center network.
What You'll Do5
- 1Answer customer questions over the phone and in person
- 2Process withdrawals and transfers and place trades for customers
- 3Support licensing program by engaging with study plans and coaches
- 4Attend onboarding and then operate on-site at an Investor Center while maintaining remote support as needed
- 5Build foundational skills in financial planning and wealth management during the development track
Requirements6
- 1High energy and enthusiasm for helping people
- 2Experience in customer service (phone or in-person)
- 3Ability to thrive in a fast-paced environment and handle multiple tasks
- 4Eagerness to learn and build a profession in financial services
- 5Coachability, collaboration, and curiosity
- 6Access to work onsite as Fidelity transitions to onsite model
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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