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Fidelity Investments · 2 hours ago

Financial Services Representative - Highland Park, IL

Highland Park, IL

Full-time

Hybrid

New Grad, Entry Level

$45K/yr - $70K/yr

Fidelity Investments is seeking a Financial Services Representative to join their team in Highland Park, IL. In this role, you will support customers through inbound calls, helping them with account-related inquiries while also preparing for future responsibilities in their Investor Centers. The position includes comprehensive training and support for obtaining necessary FINRA licenses, along with a focus on career development and customer service excellence.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

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

Build and Solidify Skills: You’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

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

Qualification

SIE - FINRASeries 07 - FINRASeries 66 - FINRACustomer service experienceCoachabilityCuriosityInterpersonal skillsAttention to detailFlexibilitySelf-motivationCollaboration