Financial Services Representative - Carmel, IN
Fidelity(1 month ago)
About this role
A Financial Services Representative at Fidelity supports customers by handling inbound calls, answering account questions, processing withdrawals and transfers, and placing trades. The role includes paid training and sponsorship to obtain FINRA licenses (SIE, Series 7, Series 66), a mix of remote work and time in an Investor Center, and structured career development toward advisory roles.
Required Skills
- Customer Service
- Phone Support
- Client Facing
- Detail Oriented
- Coachability
- Collaboration
- Fund Transfers
- Trade Execution
- Time Management
- Interpersonal Skills
Qualifications
- SIE - FINRA
- Series 7 - FINRA
- Series 66 - FINRA
About Fidelity
fidelity.comFidelity 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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