Financial Services Representative - Towson, MD

Remote, USA Full-time
Fidelity Investments is seeking Financial Services Representatives who are passionate about helping people. In this role, you will support customers over the phone, gain essential licenses, and participate in a comprehensive training program while preparing for a career in financial services. Responsibilities Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining 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 Discover Success: Gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning Skills 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 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 Company Overview Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is
Apply Now

Similar Jobs

Outside Sales Representative

Remote, USA Full-time

[Remote] Advanced Technical Support, Blue Planet Portfolio Specialist

Remote, USA Full-time

Project Coordinator

Remote, USA Full-time

Associate Account Executive - Louisville, KY

Remote, USA Full-time

Sales Development Representative, Chicago

Remote, USA Full-time

Cost Estimator

Remote, USA Full-time

Product Analyst Crewmember Technology

Remote, USA Full-time

Security Operations Center Analyst

Remote, USA Full-time

Program Manager, Office of Experiential Learning

Remote, USA Full-time

[Remote] EHR Applications Analyst I - Professional Billing

Remote, USA Full-time

Fully Remote Litigation Attorney- need to be located in California!

Remote, USA Full-time

AP Calculus Teacher - Chicago, IL - Join Intrinsic Schools' Mission to Revolutionize Urban Education

Remote, USA Full-time

Tax Manager - High Net-Worth & Entity Focus (Remote)

Remote, USA Full-time

Experienced Customer Service Representative - Remote Opportunity in Iowa for a Dynamic and Supportive Team at blithequark

Remote, USA Full-time

**Experienced Remote Customer Support Representative - Pet-Loving Customer Service Expert**

Remote, USA Full-time

Communications Coordinator

Remote, USA Full-time

Entry-Level Technical Editor for Google Cloud - Remote Opportunity with Competitive Salary

Remote, USA Full-time

Oracle PL / SQL Developer

Remote, USA Full-time

Experienced Financial Services Representative - Remote Opportunity with Primerica

Remote, USA Full-time

**Experienced Full Stack Data Analyst – Web & Cloud Application Development**

Remote, USA Full-time
Back to Home