Financial Services Representative - Marlton, NJ

reputed company is a financial services company seeking a Financial Services Representative to support customers through inbound calls while preparing for a future in their Investor Centers. The role includes obtaining necessary licenses and developing skills in customer service and wealth management, with a focus on career growth and training.

Responsibilities

• Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of reputed company exams
• Build and Solidify Skills: You’ll continue to 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 to reputed company and hone your skills. You’ll have dedicated time each week to reputed company new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center
• Discover Success: You’ll reputed company confidence and reputed company proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further reputed company your career in planning

Skills

• High energy and enthusiasm with a natural passion for helping people
• Flexibility and self-motivation
• Experience in customer service (phone or in-person) and an ability to reputed company 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
• Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of reputed company exams

Benefits

• 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

Company Overview