Financial Services Representative - Greenwich, CT
Company: Fidelity Investments
Location: Greenwich
Posted on: September 21, 2023
|
|
Job Description:
Job Description:Financial Services Representative -Have 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. -What to
expect--- -In 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. - - - - - - - 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. -Advantages of our
career development experience--- - - - - - - - - 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. - - - - - - - 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. - - - -
- - - 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. - - - - - - - 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. -The expertise we're looking for--- - - - - - - -
- High energy and enthusiasm with a natural passion for helping
people - - - - - - - Flexibility and self-motivation - - - - - - -
Experience in customer service (phone or in-person) and an ability
to thrive face to face with clients in a fast-paced environment
-The Skills You Bring - - - - - - - - Eagerness to learn and build
a career in financial services - - - - - - - Ability to deliver an
outstanding customer experience - - - - - - - Superb interpersonal
skills, attention to detail and ability to manage multiple tasks at
once - - - - - - - Coachability, collaboration and curiosity will
fuel your success -Our Investments in You -Our 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 -
FINRAPlease see below for the salary range for work locations in
Colorado only:N/APlease see below for the salary range for work
locations in New York City, Westchester County, NY and Jersey City,
NJ only:N/APlease see below for the salary range for work locations
in California only:N/APlease see below for the salary range for
work locations in Washington only:N/ACertifications:Series 07 -
FINRA, Series 63 - FINRACompany OverviewFidelity 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 UsAt 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 -, we have been recognized by our employees as a
Best Place to Work in 2023. And you don't need a finance background
to succeed at Fidelity-we offer a range of opportunities for
learning so you can build the career you've always imagined.At
Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we're calling "". Most associates will have a
hybrid schedule with a requirement to work onsite at a Fidelity
work location for at least one week, 5 consecutive days, every four
weeks. These requirements are subject to change.We invite you to
-Find Your Fidelity -at -.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 -, or by calling
800-835-5099, prompt 2, option 3.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 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 welcome those with experience in jobs such as Field Client
Relationship Manager, Retail Sales Representative, and Bilingual
Customer Service and others in the Accounting and Finance to
apply.
Keywords: Fidelity Investments, Greenwich , Financial Services Representative - Greenwich, CT, Sales , Greenwich, Connecticut
Click
here to apply!
|