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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on delivering outstanding customer experiences in a fast-paced environment. Possesses the ability to learn and develop a career in financial services, supported by successful completion of relevant financial exams.
Highest-signal resume keywords
Customer Service ExperienceSIE Exam CompletionSeries 7 Top Off Exam CompletionSeries 66 Exam CompletionInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
High EnergyEnthusiasmFlexibilitySelf-MotivationAttention to DetailCoachabilityCollaborationCuriosity
Certifications & Qualifications
SIESeries 7 Top OffSeries 66
Industry Keywords
Financial ServicesWealth ManagementCustomer ExperienceAccount BalancesWithdrawalsTransfersTrades
About the role
Key responsibilities & impact- Support Fidelity customers over the phone
- Answer questions about account balances
- Process withdrawals and transfers
- Identify resources for customers
- Place trades
- Work from home during onboarding with one day per week in the Investor Center
- Spend dedicated weekly time on development, networking, and training
- Transition to a fully on-site Investor Center role after completing onboarding
- Potentially spend additional time remotely supporting inbound customers based on business needs before transitioning on-site
- Join the wealth management development track
- Build advanced skills for a career in financial planning
Requirements
What you’ll need- High energy and enthusiasm with a demonstrated 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 profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills
- Attention to detail
- Ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity
- Successful completion of SIE, Series 7 Top Off, and Series 66 exams
- No finance background or college degree required
- Fidelity will not provide immigration sponsorship for this position
Benefits
Comp & perks- Paid training
- Fully sponsored SIE, Series 7 Top Off, and Series 66 licensing exams
- Paid study time 4 days a week
- Licensing coaches
- Structured study plans
- Dedicated licensing support
- Dedicated weekly time for development, networking, and training
- Career coaching
- Personalized career path support