Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.

The Expertise We’re Looking For

• Relationship building skills
• Commitment to customers
• Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.

This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.

The Purpose of Your Role

You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.

The Skills You Bring

• Your unwavering commitment to customers
• Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses

The Value You Deliver

At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.

• 26 PTO Days (including company holidays)
• Profit Sharing & 401K Matching Program
• Tuition Reimbursement
• Student Loan Assistance
• Health & Dental Coverage
• Career Growth & Pathing Opportunities
• Charitable Gift Matching
• Employee Resource Group
• Maternity & Parental Leave
• Workplace Wellness: Onsite Fitness Center, Weekly Meditation Calls, Subsidized Healthy Eating, and Wellness Center

Fidelity is more than a financial services firm. Fidelity's Regional Centers are all about caring for customers. This is where you'll find teams of resourceful, friendly associates just like you – all working to achieve their clients' financial goals.