Financial Services Representative - Bethesda, MD
Company: Fidelity Investments
Location: Bethesda
Posted on: March 13, 2023
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Job Description:
Job Description:
Job DescriptionHave 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 quickly.The Purpose of Your RoleOur 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 relationships.The Skills You Bring You are
eager to learn and build your career in the financial service
industry 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' attributesOur
Investments in YouWe 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!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
Glassdoor Employees' Choice Award , 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 " 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
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 , prompt 2, option 3.
Keywords: Fidelity Investments, Bethesda , Financial Services Representative - Bethesda, MD, Accounting, Auditing , Bethesda, Maryland
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