Financial Services Representative - Ann Arbor, MI
Company: Fidelity Investments
Location: Ann Arbor
Posted on: January 22, 2023
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Job Description:
Job Description: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 Were 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, youll 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, youre 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, youll 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 Fidelitys 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, youll 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!Certifications:Series 07 - FINRA, Series
63 - FINRACompany OverviewFidelity Investments is a privately held
company with a missionto 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, youll 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
2022. And you dont need a finance background to succeed at
Fidelitywe offer a range of opportunities for learning so you can
build the career youve 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 were
calling '.'We invite you toFind Your Fidelityat.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. We welcome those with
experience in jobs such as Field Client Relationship Manager,
Bookkeeper, and Staff Accountant and others in the Accounting and
Finance to apply.by Jobble
Keywords: Fidelity Investments, Ann Arbor , Financial Services Representative - Ann Arbor, MI, Other , Ann Arbor, Michigan
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