Financial Services Representative - Highland Park, IL

Fidelity(3 months ago)

Highland Park, ILOnsiteFull TimeTrainee$45,000 - $70,000Customer Service

About this role

A Financial Services Representative at Fidelity supports customers by answering inbound calls and assisting with account inquiries, transfers, withdrawals, and trade placement. The role includes paid training and sponsorship to obtain FINRA licenses and a structured onboarding that combines remote work with time in an Investor Center, preparing you for a career in wealth management.

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Required Skills

Customer Service
Phone Support
Learning Agility
Interpersonal Skills
Detail Orientation
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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