Financial Services Representative - St. Louis - Ladue, MO

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 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

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.