Fidelity Investments

Fidelity Investments

Financial Services Representative - Columbus, OH

Columbus, OH · Full-time

No sponsorshipDetected 1 day ago
Customer SupportCollaborationMentoring

About the role

  • Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
  • Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses-fully sponsored by Fidelity.
  • This role requires successful completion of all exams.

Responsibilities

  • You'll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed.
  • Eagerness to learn and build a profession in financial services

Skills

  • The Expertise and Skills You Bring
  • High energy and enthusiasm with a demonstrated passion for helping people
  • Flexibility and self-motivation
  • Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
  • Ability to deliver an outstanding customer experience
  • Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
  • Coachability, collaboration, and curiosity fuels success in the role

Company info

  • We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams.
  • You don't need a finance background or college degree to succeed in this role.
  • Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
  • You can count on support and structure to plan for your future at Fidelity.
  • The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
  • Fidelity's Onsite Working Model
  • Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
  • Currently, some roles and locations require 100% onsite presence, while others require less.
  • Onsite expectations are likely to evolve as the rollout continues.
  • This transition does not apply to fully remote roles.
  • Certifications:
  • Series 07 - FINRA, Series 66 - FINRA
  • Customer Service Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
  • Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Visa & Work Authorization

  • Note: Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity Investments's careers page and normalized into a canonical job model.