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Financial Services Representative - Henderson, NV at Fidelity - ApplyBlast

Financial Services Representative - Henderson, NV

Fidelity

3 months ago

4.4 on Glassdoor

Henderson, NV

Hybrid

Full Time

Intern

0 applicants

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About this role

This role is a Financial Services Representative position designed to launch a career in financial planning and advice at Fidelity. Candidates will receive paid training to obtain FINRA licenses (SIE, Series 7, Series 66) while supporting customers with account inquiries, trades, and transfers. The position includes a structured development track that transitions from a hybrid work model to a fully on-site role in an Investor Center.

Responsibilities

Support customers with account balance inquiries and transaction processing
Place trades and identify financial resources for clients
Study for and pass FINRA licensing exams with company sponsorship
Deliver outstanding customer experiences in a fast-paced environment
Transition to a fully on-site Investor Center role after training

Skills

Qualifications

Series 7 LicenseSeries 66 LicenseSIE Exam

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.