Financial Services Representative - Austin, TX (Downtown)

Fidelity(22 days ago)

HybridFull TimeJunior$68,236 - $90,606 (estimated)Customer Service

About this role

A Financial Services Representative at Fidelity serves as a customer-facing associate who supports clients via phone and in Investor Centers while participating in a structured career development and licensing program. The role includes paid sponsorship for FINRA exams and an onboarding period that combines remote work with regular in-center days before transitioning to full-time Investor Center work.

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Required Skills

Customer Service
Interpersonal Skills
Communication
Detail Orientation
Coachability
Collaboration
Multi-tasking

Qualifications

SIE - FINRA
Series 07 - FINRA
Series 66 - FINRA

About Fidelity

fidelity.com

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.

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