Top 3 Fidelity investments Jobs in St. Louis, Mo

Financial Services Representative - St. Louis - Ladue, MO
Fidelity Investments —St. Louis, MO
- Full-time
- Office
- Entry level
- Paid training
Financial Consultant - St. Louis, MO
Fidelity Investments —St. Louis, MO
- Full-time
- Mid-level
- Mentoring
- Experience equivalent to degree accepted
- Tuition reimbursement
Planning Consultant - Chesterfield, MO
Fidelity Investments —Chesterfield, MO
- Full-time
- Mid-level
- Office
- Mentoring

Discover related jobs

Based on your search for fidelity investments jobs.

Service Manager
Morgan Stanley —Clayton, MO
Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and…
Private Wealth Management Client Relationship Analyst
Morgan Stanley —Chesterfield, MO
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed). Industry experience is a plus.
4d

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Support Specialist - Greater Columbus, OH Area (REMOTE)
Fidelity Investments —Columbus, OH
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions…

I want to receive the latest job alert for fidelity investments in st. louis, mo

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

fidelity investments jobs near st. louis, mo

Financial Consultant jobs in St. Louis, MO

Financial Representative jobs in St. Louis, MO

Entry Level Financial Analyst jobs in Atlanta, GA

Financial Consultant jobs in Minneapolis, MN

Oil Gas Financial jobs in Texas

Financial Consultant jobs in Claremont, VA

Financial Consultant jobs in South Carolina

Financial Consultant jobs in Florida

Planning Consultant jobs in Boise, ID

Wedding Planning jobs in Wisconsin

Planning Consultant jobs in Sacramento, CA

Planning Consultant jobs in Neptune City, NJ

Urban Planning jobs in Louisiana

Urban Planning jobs in Chicago, IL

Event Planning jobs in Knoxville, TN

Planning Consultant jobs in San Francisco, CA

Financial Representative jobs in Bastrop, TX

Financial Representative jobs in Owings Mills, MD

Senior Financial Analyst jobs in Atlanta, GA

Financial Representative jobs in Meridian, ID

Financial Services Representative - St. Louis - Ladue, MO

Fidelity Investments -
St. Louis, MO

Apply Now

Job Details

Full-time

Benefits

Paid training

Qualifications

Financial services customer support
Trade execution in financial markets
Serving clients
Financial transaction processing
Investment account customer support
Experience practicing in the securities industry
Withdrawals
Entry level

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

High energy and enthusiasm with a demonstrated passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Eagerness to learn and build a profession in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
Coachability, collaboration, and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

fidelity investments jobs in st. louis, mo

Financial Services Representative - St. Louis - Ladue, MO

Financial Consultant - St. Louis, MO

Planning Consultant - Chesterfield, MO