Financial Services Representative - Columbia, MD

Fidelity(1 month ago)

HybridFull TimeJunior$45,000 - $70,000Customer Service

About this role

Fidelity is hiring a Financial Services Representative to support customers via inbound phone interactions while completing a structured onboarding and career development program. The role starts with a mix of working from home and limited time in an Investor Center, then transitions to being based in an Investor Center full time. Fidelity provides paid training and sponsorship to obtain required FINRA licenses as part of the growth path into client-facing work.

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Required Skills

Customer Service
Inbound Calls
Account Support
Fund Transfers
Withdrawals
Trade Execution
Client Communication
Multitasking
Attention To Detail
Licensing Preparation

+1 more

Qualifications

SIE (FINRA)
Series 7 (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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