Financial Services Representative - Columbus, OH
Fidelity(1 month ago)
About this role
A Financial Services Representative at Fidelity supports retail investing customers while training to become the in-person face of Fidelity in an Investor Center. The role begins with a structured onboarding and licensing journey, initially combining work-from-home support with limited days in an Investor Center, and transitions to a full-time Investor Center position after completion. Fidelity sponsors required FINRA licensing and provides career coaching and development resources.
Required Skills
- Customer Service
- Inbound Calls
- Account Support
- Fund Transfers
- Withdrawals
- Trade Execution
- Client Relations
- Attention To Detail
- Multitasking
- Interpersonal Skills
+1 more
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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