Financial Services Representative - Annapolis, MD
About the role
Join our team of Financial Services Representatives where you'll have dedicated time to focus on growth and career development, while supporting our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.
Responsibilities
- Support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
- Work from home and spend one day per week in the Investor Center.
- 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, where you'll support customers with increasing complexity to develop and hone your skills.
- Gain confidence and develop proficiency serving customers as you join the wealth management development track and build advanced skills that will further develop your career in planning.
Requirements
- 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.
Qualifications
- 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.
Skills
- 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.
Benefits
- 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
- Fitness Reimbursement
Pay
The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
Schedule
Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.