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Financial Services Representative
skillventory - A Leading Talent Research FirmFinancial Services Representative supporting Fidelity customers via phone and at the Investor Center. Training provided to obtain necessary financial licenses and develop customer service skills.
Posted 7/14/2026full-timeBellevue • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 - $75,000 per yearWebsite
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 financial services. Holds necessary FINRA licenses and possesses the ability to thrive in fast-paced, client-facing environments.
Highest-signal resume keywords
Customer Service ExperienceFINRA LicensesOutstanding Customer ExperienceInterpersonal SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
FINRA Registered RepresentativeSIE LicenseSeries 7 LicenseSeries 66 License
Soft Skills
High EnergyEnthusiasmFlexibilitySelf-MotivationCoachabilityCollaborationCuriosity
Certifications & Qualifications
FINRA Licenses
Industry Keywords
Financial ServicesCustomer ExperienceInvestor Center
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
- Obtain Licenses: Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses
- Spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity
- Transition to working fully on-site in an Investor Center after training
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