Financial Services Representative - Woodmere, OH
Company: Fidelity Investments
Posted on: November 26, 2022
Have a passion for helping people? When you choose a career as a
Financial Services Representative, you will inspire better
financial futures while being an integral part of a team that is
the face of Fidelity. You will impact the branch culture by taking
incoming calls, introducing service offerings and encouraging
long-lasting positive relationships, while we support you with
ongoing paid training to help you get your Series 7 &63.
The Expertise We're Looking For
--- A natural passion for helping people, customer service, phone,
or financial services experience will prepare you for this role
--- You are a flexible, self-motivated teammate with a can-do
approach who brings energy and enthusiasm to the role
--- Banking, insurance, or financial experience is an excellent
addition to your experience but not required, we will provide you
the training you need to be successful
--- We will support you through structured learning and study
opportunities that allow you to acquire your Series 7 & 63 licenses
The Purpose of Your Role
Our associates have rewarding interactions with clients while
providing a world class client experience. When on the phone,
you'll assist clients with a broad range of requests from answering
questions about their account balances to guiding them to the
appropriate resources that meet their needs. When working with
clients in-person, you're the subject matter specialist for all
walk-in transactions, as you find opportunities to deepen
The Skills You Bring
--- You are eager to learn and build your career in the financial
--- Committed to delivering an outstanding customer experience, you
take initiative and surpass expectations
--- You have superb interpersonal skills, remarkable attention to
detail and enjoy managing multiple tasks at once
--- Being coachable, collaborative, and curious are your "go to"
Our Investments in You
We believe our greatest advantage is our people. While you grow
your career at Fidelity, you'll experience a top-notch onboarding
program with customized coaching to help you develop and be great
in-person, as well, as over the phone. Our robust training will put
you on a proven career path that streamlines your growth through
our wealth management network, developing the skills to have
meaningful conversations with clients. You will not fail due to a
lack of training or onboarding!
The Value You Deliver
--- A key member of the team, you are offering support to
Fidelity's most valuable clients daily, directly impacting the
success of the business
--- Engaging with customers, responding to inquiries and providing
product and service level guidance, you will help increase customer
dedication and build relationships
--- After training, you'll process equity transactions, mutual
funds, and fixed-income trades
--- The goal remains consistent for all interactions, both
in-person, and over the phone: help customers feel more confident,
make clearer decisions, and achieve their own financial dreams!
Series 07 - FINRA, Series 63 - FINRA
Fidelity 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
At 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 2022. 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 ."
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
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 , prompt
2, option 3.
We welcome those with experience in jobs such as Home Buyer s
Consultant, Field Client Relationship Manager, and Bookkeeper and
others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Cleveland , Financial Services Representative - Woodmere, OH, Accounting, Auditing , Beachwood, Ohio
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