Financial Services Representative - Bellevue, WA

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 and 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 four days a week and spend one day per week in an Investor Center.
• Obtain FINRA (Series 7 Top Off and Series 66) licenses through paid, on-the-job study time and support from licensing coaches.
• Continue to develop and hone your skills by spending four days a week working from home and one day a week in an Investor Center.
• Transition to working fully on-site in an Investor Center after completing the training journey.

Requirements

• High energy and enthusiasm with a natural passion for helping people.
• Flexibility and self-motivation.
• Experience in customer service (phone or in-person).
• Ability to thrive face to face with clients in a fast-paced environment.

Qualifications

• Eagerness to learn and build a career in financial services.
• 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.
• 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.

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.