Financial Services Representative - Del Mar, CA
Company: Fidelity Investments
Location: San Diego
Posted on: September 17, 2023
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.
- 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: \u00A0You 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\u2026
- 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\u2026
- High energy and enthusiasm with a natural passion for helping
- 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
The Skills You Bring
- Eagerness to learn and build a career in financial
- 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
Our 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 FINRA
The base salary range for this position is $45,000 - $75,000 per
year. \u00A0Placement in the range will vary based on job
responsibilities and scope, geographic location, candidate s
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.
\u00A0\u00A0We offer a wide range of benefits to meet your evolving
needs and help you live your best life at work and at home.
\u00A0These 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. \u00A0Note, the application window closes when the
position is filled or unposted.Certifications:Series 07 - FINRA
Company 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
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