Financial Services Representative - Cleveland East, OH

Fidelity(1 month ago)

HybridFull TimeJunior$61,179 - $81,641 (estimated)Customer Service

About this role

A Financial Services Representative at Fidelity begins an early career in wealth management with paid training and licensure sponsorship while supporting customers. The role includes a structured onboarding program, study time for FINRA exams, and a career development path toward working in an Investor Center. Associates receive coaching, personalized career guidance, and benefits to support growth and work-life balance.

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Required Skills

Customer Service
Phone Support
Interpersonal Skills
Attention To Detail
Multitasking
Coachability
Collaboration
Curiosity

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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