Financial Services Representative - St. Louis - Ladue, MO

Financial Services Representative Job Description Have a passion for helping people? Join our team of Financial Services Representatives where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls and 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 Obtain Licenses: Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top‑Off, and Series 66 licenses; all paid for and sponsored by Fidelity, with support from licensing coaches, group and individualized study plans, and review classes. Build and Solidify Skills: Spend four days a week working from home and one day a week in an Investor Center, supporting customers with increasing complexity to develop and hone your skills and build advanced planning abilities. Discover Success: Gain confidence and develop proficiency serving customers as you join the wealth‑management development track and build advanced skills that will further your career in planning. Career Development Experience You are supported. We provide all the training you need to develop the skills required to service customers and study for your FINRA licensing exams. No finance background or college degree is required. You are celebrated. Your achievements will be recognized and celebrated as you progress through this experience on the 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 receive will help you understand the array of opportunities and chart a personalized career path. You get variety. You’ll have dedicated time to focus on development activities and tasks beyond supporting customer needs, while building unique skills for your Investor Center work. Qualifications and 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 the 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 the ability to manage multiple tasks at once. Coachability, collaboration and curiosity. Benefits Maternal and Parental Leave Tuition Reimbursement Student Loan Assistance 401(k) 7% match Health, Dental and Vision Insurance Disability Insurance Paid Time Off Commuter Benefit Program Backup Dependent Care Charitable Match Concierge Services Wellness Program Fitness Reimbursement Certifications Series 7 – FINRA Series 66 – FINRA Note: Fidelity is not providing immigration sponsorship for this position. #J-18808-Ljbffr Fidelity Investments