Financial Services Representative

skillventory - A Leading Talent Research Firm

Financial Services Representative dedicated to helping customers with inquires about accounts and investments. Supporting customers through paid training and obtaining licenses for financial services.

Posted 6/2/2026full-timeGilbert • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses
Transition to working fully on-site in an Investor Center after onboarding
Collaborate with colleagues and take online classes to build and solidify skills

Requirements

What you’ll need

High energy and enthusiasm with a natural 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 career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration, and curiosity will fuel your success

Benefits

Comp & perks

Maternal and Parental Leave
Tuition Reimbursement
Student Loan Assistance
401(K) 7% match
Health Insurance
Dental Insurance
Vision Insurance
Disability Insurance
Paid Time off
Commuter Benefit Program
Backup Dependent Care
Charitable match
Concierge Services
Wellness Program
Fitness Reimbursement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

high energyenthusiasmpassion for helping peopleflexibilityself-motivationcustomer serviceability to thrive in fast-paced environmentoutstanding customer experienceinterpersonal skillsattention to detail

Certifications

Series 7 licenseSeries 66 license