Financial Services Representative - Rochester, NY at Fidelity Investments

Rochester, New York, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

High energy and enthusiasm with a natural passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person)
Ability to thrive face to face with clients in a fast-paced environment
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
Successful completion of FINRA licensing exams (SIE, Series 7 Top Off, and Series 66)

Responsibilities

Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
Work from home during onboarding, spending one day per week in the Investor Center
Study for and obtain FINRA licenses (SIE, Series 7 Top Off, Series 66) with paid, on-the-job study time
Build and solidify skills by supporting customers with increasing complexity, four days a week from home and one day a week in the Investor Center
Participate in development activities, including networking with colleagues, taking online classes, and connecting with career guides
Transition to working fully on-site in the Investor Center upon completion of training
Join the wealth management development track to build advanced skills in planning and advice

Skills

Key technologies and capabilities for this role

Series 7Series 66SIEFINRACustomer ServiceInbound CallsAccount ManagementFund TransfersTrades

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

During onboarding, you'll work from home four days a week and spend one day per week in the Investor Center. After completing training, you'll transition to working fully on-site in the Investor Center, though you might spend more time remotely depending on business needs.

What licenses do I need to obtain for this role?

You need to obtain your SIE, Series 7 Top Off, and Series 66 licenses, fully paid for and sponsored by Fidelity, with paid study time and support provided.

What training and support does Fidelity provide?

Fidelity offers paid training including on-the-job study time 4 days a week, licensing coaches, study plans, review classes, and dedicated time for skill development, online classes, and networking.

What is the company culture like for this role?

The culture emphasizes support through training and coaching, celebration of achievements, growth opportunities with promotions, and team networking in a development-focused environment.

Do I need prior experience or a degree for this role?

No finance background or college degree is required to succeed in this role.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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