Financial Services Representative - Ft.Lauderdale
Fidelity(26 days ago)
About this role
A Financial Services Representative at Fidelity is an entry-level role focused on career development in financial services, providing a pathway to licensing and client-facing opportunities. The program includes paid study time and support to obtain FINRA licenses (SIE, Series 7, Series 66) and a structured transition from remote onboarding to working in an Investor Center. The role emphasizes coaching, growth, and progression within Fidelity's wealth management development track.
Required Skills
- Customer Service
- Phone Support
- Client Facing
- Detail Oriented
- Coachability
- Collaboration
- Communication
Qualifications
- SIE 6 FINRA
- Series 07 6 FINRA
- Series 66 6 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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