Financial Services Representative - Westlake, OH
Company: Fidelity Investments
Location: Westlake
Posted on: September 19, 2023
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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\u2026
In 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.
Advantages of our career development experience\u2026
The expertise we re looking for\u2026
The Skills You Bring
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
Please see below for the salary range for work locations in
Colorado only:N/A
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:N/A
Please see below for the salary range for work locations in
Washington only:N/A
Certifications:Series 07 - FINRA, Series 63 - 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, Cleveland , Financial Services Representative - Westlake, OH, Sales , Westlake, Ohio
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