Financial Services Representative - Columbus, OH
Company: Fidelity Investments
Location: Columbus
Posted on: March 20, 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 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/APlease
see below for the salary range for work locations in New York City,
Westchester County, NY and Jersey City, NJ only:N/APlease see below
for the salary range for work locations in California
only:N/APlease see below for the salary range for work locations in
Washington only:N/ACertifications:Series 07 - FINRA, Series 63 -
FINRACompany 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 "."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. We welcome those with experience in jobs such as Bookkeeper,
Controller, and Bilingual Customer Service and others in the
Accounting and Finance to apply.
Keywords: Fidelity Investments, Columbus , Financial Services Representative - Columbus, OH, Accounting, Auditing , Columbus, Ohio
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