Financial Services Representative - Walnut Creek, CA
Company: Fidelity Investments
Location: Walnut Creek
Posted on: September 15, 2023
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Job Description:
Job Description:Financial Services Representative Have a passion
for helping people? Join our team of Financial Services
Representative where you'll have dedicated time to focus on growth
and career development, while you support our customers taking
inbound calls while preparing for a future as the official face of
Fidelity in our Investor Centers. Supercharge your early planning
and advice career at Fidelity with paid training to help you get
your Series 7 & 66 licenses, personalized support, knowledgeable
career guides, and celebration of your achievements, while building
skills and experiences. During your onboarding experience in this
role, you'll support Fidelity's customers over the phone by
answering questions about account balances, making withdrawals,
transferring funds, identifying resources, and placing trades,
while working from home and spending one day per week in the
Investor Center. Upon completion of this onboarding experience, you
will work in the Investor Center on a daily basis.What to
expect---In your first year as a new Financial Services
Representatives, your onboarding leader will support you as you
navigate our Industry leading training program, working at home and
in an Investor Center.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. This includes
paid, on-the-job study time 4 days a week, support from licensing
coaches, group and individualized study plans, and review classes.
This role requires successful completion of all exams.Build and
Solidify Skills: You'll 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. You'll have dedicated time each week to develop new
skills and to connect and refuel by networking with colleagues,
taking online classes, and more! Once you complete this training
journey, you'll transition to working fully on-site in an Investor
Center. Depending on business need, you might spend more time
working remotely supporting inbound phone customers before you
transition to an Investor Center.Discover Success: You'll 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.Advantages of our career development experience---You are
supported. We provide all the training you need to develop the
skills needed to service customers and study for your FINRA
licensing exams! You don't need a finance background or college
degree to succeed in this role.You are celebrated. Your
achievements will be recognized and celebrated as you progress
through this career development experience on your way to your
first promotion.You are growing. From day one you'll have the
support and structure to plan for your future at Fidelity. The
career coaching you will receive will help you understand the array
of career opportunities at Fidelity and chart a course to help you
grow in a personalized career path.You get variety. You'll have
dedicated time to focus on development activities and doing work
that goes beyond supporting customer needs, while building the
unique skills you'll need as you prepare to be in the Investor
Center each day.The expertise we're looking for---High energy and
enthusiasm with a natural passion for helping peopleFlexibility and
self-motivationExperience in customer service (phone or in-person)
and an ability to thrive face to face with clients in a fast-paced
environmentThe Skills You BringEagerness to learn and build a
career in financial servicesAbility to deliver an outstanding
customer experienceSuperb interpersonal skills, attention to detail
and ability to manage multiple tasks at onceCoachability,
collaboration and curiosity will fuel your successOur Investments
in YouOur benefit programs are crafted to help you and your loved
ones strike the perfect balance. Here are a few featured benefits
(not all benefits are listed): 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, and Fitness Reimbursement.Certifications: You will be
given paid time and support to obtain SIE - FINRA, Series 07 -
FINRA, Series 66 - FINRAPlease see below for the salary range for
work locations in Colorado only:N/APlease see below for the salary
range for work locations in New York City, Westchester County, NY
and Jersey City, NJ only:N/APlease see below for the salary range
for work locations in California only:$55,000 - $75,000 per
yearThis position is eligible for incentive compensation or an
annual bonus opportunity.Please see below for the salary range for
work locations in Washington only:N/ACertifications:Series 07 -
FINRACompany OverviewFidelity Investments is a privately held
company with a mission to strengthen the financial well-being of
our clients. We help people invest and plan for their future. We
assist companies and non-profit organizations in delivering
benefits to their employees. And we provide institutions and
independent advisors with investment and technology solutions to
help invest their own clients' money.Join UsAt Fidelity, you'll
find endless opportunities to build a meaningful career that
positively impacts peoples' lives, including yours. You can take
advantage of flexible benefits that support you through every stage
of your career, empowering you to thrive at work and at home.
Honored with a Glassdoor Employees' Choice Award, we have been
recognized by our employees as a Best Place to Work in 2023. And
you don't need a finance background to succeed at Fidelity-we offer
a range of opportunities for learning so you can build the career
you've always imagined.At Fidelity, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling
"Dynamic Working". Most associates will have a hybrid schedule with
a requirement to work onsite at a Fidelity work location for at
least one week, 5 consecutive days, every four weeks. These
requirements are subject to change.We invite you to Find Your
Fidelity at fidelitycareers.com.Fidelity Investments is an equal
opportunity employer. We believe that the most effective way to
attract, develop and retain a diverse workforce is to build an
enduring culture of inclusion and belonging.Fidelity will
reasonably accommodate applicants with disabilities who need
adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to accommodations @fmr.com,
or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we
value honesty, integrity, and the safety of our associates and
customers within a heavily regulated industry. Certain roles may
require candidates to go through a preliminary credit check during
the screening process. Candidates who are presented with a Fidelity
offer will need to go through a background investigation and may be
asked to provide additional documentation as requested. This
investigation includes but is not limited to a criminal, civil
litigations and regulatory review, employment, education, and
credit review (role dependent). These investigations will account
for 7 years or more of history, depending on the role. Where
permitted by federal or state law, Fidelity will also conduct a
pre-employment drug screen, which will review for the following
substances: Amphetamines, THC (marijuana), cocaine, opiates,
phencyclidine.We welcome those with experience in jobs such as
Accounts Payable Clerk, Bilingual Customer Service , and Retail
Sales Representative and others in the Accounting and Finance to
apply.
Keywords: Fidelity Investments, Walnut Creek , Financial Services Representative - Walnut Creek, CA, Sales , Walnut Creek, California
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