Financial Services Representative - Portland, ME

Financial Services Representative - Portland, MEJob 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.

Uponpletion of this onboarding experience, you will work in the Investor Center on a daily basis.

What to expect

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.

Obtain Licenses : Be 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 successfulpletion of all exams.

Build and Solidify Skills : You’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 increasingplexity 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 youplete 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

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

High energy and enthusiasm with a natural passion for helping people

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 environment

The Skills You Bring

Eagerness to learn and build a career in financial services

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 success

Our Investments in You

Our 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,muter 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

Certifications : Series 07 - FINRA, Series 66 - FINRA

Fidelity Investments is a privately heldpany with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future.

We assistpanies 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 Us

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 , we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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 .

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.

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.

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 amodate applicants with disabilities who need adjustments to participate in the application or interview process.

To initiate a request for an amodation, contact the HR Amodation Team by sending an email to , or by calling 800-835-5099, prompt 2, option 3.

We wee those with experience in jobs such as Senior Accountant, Controller, and Billing and Posting Clerk and others in the Accounting and Finance to apply. Job ID 1382072726