Financial Services Representative - Cary, NC
Fidelity(1 month ago)
About this role
A Financial Services Representative at Fidelity is focused on customer support through inbound calls, helping clients with account inquiries and transactions while preparing to work as a representative in Investor Centers. This role includes a structured path for personal growth and career development, with the opportunity to obtain essential financial licenses and enhance customer service skills through a comprehensive training program.
Required Skills
- Customer Service
- Financial Licensing
- Communication
- Problem-Solving
Qualifications
- Series 07 - FINRA
- Series 66 - FINRA
- SIE - 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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