Financial Services Representative - Santa Barbara, CA

Fidelity Investments is seeking a Financial Services Representative to join their team in Santa Barbara, CA. This role involves supporting customers through inbound calls, preparing for licensing exams, and developing skills for a career in financial services while working in a hybrid environment.ResponsibilitiesSupport customers taking inbound callsAnswer questions about account balancesMake withdrawals and transfer fundsIdentify resources and place tradesWork from home and spend one day per week in the Investor CenterObtain FINRA licenses including SIE, Series 7 Top Off and Series 66Build and solidify skills in customer serviceDevelop new skills and connect with colleaguesJoin the wealth management development trackSkillsHigh energy and enthusiasm with a natural passion for helping peopleFlexibility and self-motivationExperience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environmentEagerness to learn and build a career in financial servicesAbility to deliver an outstanding customer experienceSuperb interpersonal skills, attention to detail and ability to manage multiple tasks at onceCoachability, collaboration and curiosity will fuel your successSuccessful completion of all exams for SIE, Series 7 Top Off and Series 66 licensesBenefitsMaternal and Parental LeaveTuition ReimbursementStudent Loan Assistance401(K) 7% matchHealth InsuranceDental InsuranceVision InsuranceDisability InsurancePaid Time offCommuter Benefit ProgramBackup Dependent CareCharitable matchConcierge ServicesWellness ProgramFitness ReimbursementCompany OverviewFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.



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