Financial Services Representative Sunnyvale, CA

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people Join our team as a Financial Services Representative where youll support Fidelitys customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers with paid training to help you:

• Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE Series 7 Top Off and Series 66 licensesfully sponsored by Fidelity. Youll receive paid study time 4 days a week licensing coaches structured study plans and dedicated support to help you succeed. This role requires successful completion of all exams.
• Build and Solidify Skills: Youll continue working 4 days remotely and 1 day on-site supporting customers with increasing complexity to strengthen your skills. Youll also have dedicated weekly time for development networking and training. After completing the program youll transition to a fully on-site Investor Center role with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
• Discover Success: Youll 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.

During your onboarding experience youll support Fidelity customers over the phone answering questions about account balances processing withdrawals and transfers identifying resources and placing trades while working from home with one day per week in the Investor Center. After completing onboarding youll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

• High energy and enthusiasm with a demonstrated 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 profession in financial services
• Ability to deliver an outstanding customer experience
• Superb interpersonal skills attention to detail and ability to handle multiple tasks at once
• Coachability collaboration and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You dont need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you 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.

Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently some roles and locations require 100% onsite presence while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $45000 - $75000 per year.

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934 the Investment Advisers Act of 1940 the Investment Company Act of 1940 ERISA numerous state laws governing securities investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations including FINRA among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA Series 66 - FINRA

Category:

Customer Service

Required Experience:

Unclear Seniority