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Fidelity Investments · 1 day ago

Financial Services Representative - Ft. Myers, FL

Fort Myers, FL

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is a leading financial services company seeking Financial Services Representatives to support customers through inbound calls. The role includes obtaining financial licenses and developing skills in customer service while transitioning to working in an Investor Center.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Support customers by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades

Obtain Licenses: Study for and obtain your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity

Build and Solidify Skills: Spend four days a week working from home and one day a week in an Investor Center to support customers with increasing complexity

Discover Success: Gain confidence and develop proficiency serving customers as you join the wealth management development track

You are supported: Receive all the training needed to develop skills and study for FINRA licensing exams

You are celebrated: Achievements will be recognized and celebrated as you progress through your career development experience

You are growing: Receive support and structure to plan for your future at Fidelity

You get variety: Focus on development activities and work beyond supporting customer needs

Qualification

SIE - FINRASeries 07 - FINRASeries 66 - FINRACustomer serviceCoachabilityCuriosityInterpersonal skillsAttention to detailFlexibilitySelf-motivationCollaboration