Financial Services Representative - Knoxville, TN
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 (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 support customers with increasing complexity to develop and hone your skills.
- Develop and refine skills through weekly dedicated time and networking with colleagues, taking online classes, and more!
- Transition to working fully on-site in an Investor Center upon completion of 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) and an ability to thrive face to face with clients in a fast-paced environment
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
Qualifications
No finance background or college degree required to succeed in this role.
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
Commensurate with experience
Schedule
Flexible, with 4 days of remote work and 1 day in an Investor Center