Fidelity Investments
Financial Services Representative - Ann Arbor, MI
Fidelity Investments, Ann Arbor, Michigan, us, 48113
Financial Services Representative - Ann Arbor, MI
Fidelity Investments
Join our team of Financial Services Representatives where you’ll have dedicated time to focus on growth and career development. You will support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences.
During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. You will initially work from home and spend one day per week in the Investor Center. Upon completion of your onboarding, you will work in the Investor Center on a daily basis.
What to Expect
Licensing:
Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and Series 66 licenses. These exams are fully paid for and sponsored by Fidelity, with on‑job study time and coaching.
Skill Development:
Spend four days a week working from home and one day a week in an Investor Center. You’ll support customers with increasing complexity, develop new skills, and network with colleagues. After training, you’ll transition to full on‑site work.
Career Growth:
Gain confidence and proficiency as you join the wealth‑management development track and build advanced skills for a career in planning.
Advantages of Our Career Development Experience
You are supported: All training you need to service customers and study for FINRA licensing exams.
You are celebrated: Achievements are recognized and celebrated as you progress toward your first promotion.
You are growing: From day one you’ll have the support and structure to plan for your future at Fidelity.
Variety: Dedicated time for development activities and work beyond customer support.
Expertise and Qualifications
High energy and enthusiasm with a natural passion for helping people.
Flexibility and self‑motivation.
Experience in customer service (phone or in‑person) and ability to thrive face‑to‑face with clients in a fast‑paced environment.
Eagerness to learn and build a career in financial services.
Deliver an outstanding customer experience.
Superb interpersonal skills, attention to detail, and ability to manage multiple tasks.
Coachability, collaboration, and curiosity.
Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Key benefits include:
401(k) with 7% match
Health, Dental, Vision, and Disability Insurance
Paid Time Off and Commuter Benefit Program
Tuition Reimbursement and Student Loan Assistance
Maternal and Parental Leave, Backup Dependent Care
Wellness and Fitness Reimbursement, Concierge Services, and Charitable Match
Certifications
SIE – FINRA
Series 7 – FINRA
Series 66 – FINRA
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
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Join our team of Financial Services Representatives where you’ll have dedicated time to focus on growth and career development. You will support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences.
During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades. You will initially work from home and spend one day per week in the Investor Center. Upon completion of your onboarding, you will work in the Investor Center on a daily basis.
What to Expect
Licensing:
Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and Series 66 licenses. These exams are fully paid for and sponsored by Fidelity, with on‑job study time and coaching.
Skill Development:
Spend four days a week working from home and one day a week in an Investor Center. You’ll support customers with increasing complexity, develop new skills, and network with colleagues. After training, you’ll transition to full on‑site work.
Career Growth:
Gain confidence and proficiency as you join the wealth‑management development track and build advanced skills for a career in planning.
Advantages of Our Career Development Experience
You are supported: All training you need to service customers and study for FINRA licensing exams.
You are celebrated: Achievements are recognized and celebrated as you progress toward your first promotion.
You are growing: From day one you’ll have the support and structure to plan for your future at Fidelity.
Variety: Dedicated time for development activities and work beyond customer support.
Expertise and Qualifications
High energy and enthusiasm with a natural passion for helping people.
Flexibility and self‑motivation.
Experience in customer service (phone or in‑person) and ability to thrive face‑to‑face with clients in a fast‑paced environment.
Eagerness to learn and build a career in financial services.
Deliver an outstanding customer experience.
Superb interpersonal skills, attention to detail, and ability to manage multiple tasks.
Coachability, collaboration, and curiosity.
Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Key benefits include:
401(k) with 7% match
Health, Dental, Vision, and Disability Insurance
Paid Time Off and Commuter Benefit Program
Tuition Reimbursement and Student Loan Assistance
Maternal and Parental Leave, Backup Dependent Care
Wellness and Fitness Reimbursement, Concierge Services, and Charitable Match
Certifications
SIE – FINRA
Series 7 – FINRA
Series 66 – FINRA
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
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