Fidelity

Financial Services Representative - Indianapolis, IN

Fidelity

2 months ago
Indianapolis, IN
Hybrid
Full Time
Junior
0 applicants
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Fidelity
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About this role

A Financial Services Representative at Fidelity is an entry-level, customer-facing role that serves as the public face in Investor Centers and supports clients with their investment accounts. The position offers structured career development and paid support for FINRA licensing, with a mix of remote and in-center work during onboarding and an eventual transition to full-time Investor Center work.

Skills

Qualifications

SIE – FINRASeries 07 – FINRASeries 66 – FINRA
Fidelity

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.

About Fidelity

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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