Financial Services Representative - Del Mar, CA
Company: Fidelity Investments
Location: San Diego
Posted on: September 16, 2023
|
|
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\u2026In 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.
Please see below for the salary range for work locations in New
York City, Westchester County, NY and Jersey City, NJ only:N/A
Please see below for the salary range for work locations in
California only:$55,000 - $75,000 per year
This 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/A
Certifications: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--, 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 \u201C\u201D. 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--.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--, 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.
Keywords: Fidelity Investments, San Diego , Financial Services Representative - Del Mar, CA, Sales , San Diego, California
Click
here to apply!
|