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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 increasing complexity to develop and hone your skills.
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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.
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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.
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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.
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Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. Once you complete this training journey, you'll transition to working fully on-site in an Investor Center.
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Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. 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.
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We assist companies and non-profit organizations in delivering benefits to their employees. 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.
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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.
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This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). 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.
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Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA. Series 07 - FINRA, Series 66 - FINRA. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes.
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Financial Services Representative. 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.
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We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment.
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Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. 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.
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These strategies are developed in collaboration with Investor Relations, Ethics and Compliance, Chief Council and Corporate Secretary. -Support Investor Relations and Eaton CSO with investor interest in ESG topics.
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Our benefit programs are crafted to help you and your loved ones strike the perfect balance. 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.
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investor job Title: controller Company: Addison Group
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