Financial Services Representative - Dunwoody, GA

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 four days a week and spend one day per week in an Investor Center.
• Obtain FINRA (Financial Industry Regulatory Authority) Registered Representative licenses by studying for and obtaining your SIE, Series 7 Top Off, and Series 66 licenses, fully paid for and sponsored by Fidelity.
• 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.
• Develop and refine your skills and network with colleagues, take online classes, and more!
• Transition to working fully on-site in an Investor Center upon completion of the training journey.

Requirements

No finance background or college degree required. Flexibility and self-motivation are key. Experience in customer service (phone or in-person) and an ability to thrive face-to-face with clients in a fast-paced environment are also essential.

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

• 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

Commensurate with experience.

Schedule

Flexible, with 4 days a week working from home and 1 day a week in an Investor Center.