Fidelity Financial Representative - Career Progression

Fidelity Investor Center Financial Representative (Originally Posted: 08/31/2010)

Does anyone know anything about this job? I have a phone interview coming up and am trying to see if its just some call center crap essentially or a good opportunity where I can also get my 7 and 63.

Here's the job description below:

Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

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  Act as first point of contact in branch and provide exceptional service
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  Drive customer experience to high levels of satisfaction by adhering to the customer first principles
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  Introduce prospects to the full array of <span class="keyword_link"><a href="/company/fidelity-investments" target="_blank">Fidelity</a></span> products and services
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  Provide <span class="keyword_link"><a href="/company/fidelity-investments" target="_blank">Fidelity</a></span> customers with account information
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  Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how <span class="keyword_link"><a href="/company/fidelity-investments" target="_blank">Fidelity</a></span> can be of service
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  Use on-line resources to capture and provide appropriate customer data
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  Facilitate timely, accurate and efficient mutual fund and equity transactions
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  Work with all branch employees as a member of the team
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  Transaction Processing: Set up, input and enter data to the <span class='keyword_link'><a href="/resources/skills/finance/shareholder" target="_blank">brokerage and shareholder</a></span> systems which includes all account maintenance
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  Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork
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  Facilitate point of contact resolution of priority requests and customer problems
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  Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements
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  Customer literature inventory management, office supplies Inventory Management
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  Seminar Preparation
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  Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications

Education and Experience

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  College degree preferred
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  Prior customer service, sales, or phone experience required
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  Experience or strong interest in sales required

Skills and Knowledge

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  <span class='keyword_link'><a href="/finra-sie-exam-prep-course">Series 7 preferred</a></span> (required within 6 months of hire)
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  Series 66 (or equivalent 63/65) preferred, required within 90 days of <span class='keyword_link'><a href="/resources/skills/finance/series-7-exam">passing the series 7 exam</a></span>
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  Insurance License desired
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  Banking, insurance, or financial experience preferred
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  Superb interpersonal, customer interaction, and communication skills are needed
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  PC/Windows experience required 

Fidelity Financial Rep. (Originally Posted: 07/27/2009)

Hi. I'm a new member to this site, but have been looking around for awhile. I was hoping you guys in the industry could give me some advice. First off, I am a graduate with a degree in Finance from a Non-Target (still a major university though). I completed an internship at a small brokerage firm my junior year, and am hoping to someday get into Institutional Sales, preferably Equities. However, with my lack experience, nontarget status, and a GPA around 3.2, I know the chances of even landing an interview are slim to none. But right now that is fine (looking long term here).

What I would like to know is, how does a Licensed Financial Representative job at Fidelity Investments look on a resume, say if I worked there for 3-5 years? I am about to have a phone interview with a recruiter at Fidelity, and would like to know if this is actually something worth pursuing, or if it is a resume killer. Pretty much the job description has it that I would be executing trades for individual investors, discussing the markets with them, and educating them on Fidelity's online trading tools.

I know its not the glitz and glamor of being a S&T guy on the Street, but in this job market, with my background, is this a decent start to my career? And could I ever leverage it into a job on a Sales desk at a bank? Also, any input on how it would look for Business school would be much appreciated.

Thanks everyone. I look forward to hearing back, and contributing to the site.

-Addison09