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Financial Services Representative - Albany, NY at Fidelity - ApplyBlast

Financial Services Representative - Albany, NY

Fidelity

3 months ago

4.4 on Glassdoor

Albany, NY

Hybrid

Full Time

Junior

0 applicants

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About this role

A Financial Services Representative at Fidelity supports customers via phone and in-person while preparing for a career in wealth management. The role involves answering account inquiries, processing trades, and obtaining FINRA licenses (SIE, Series 7, Series 66) with full company sponsorship. Candidates will start with a hybrid schedule, transitioning to full-time onsite work in an Investor Center after completing training.

Responsibilities

Answer customer inquiries about account balances and transactions
Process fund transfers and trade executions over the phone
Study for and obtain FINRA Series 7 and Series 66 licenses
Provide personalized investment advice and resource identification
Transition to full-time onsite work in an Investor Center

Skills

Qualifications

Series 7 LicenseSeries 66 LicenseSIE Exam

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.