Financial Services Representative - Louisville, KY
Fidelity(1 month ago)
About this role
A Financial Services Representative at Fidelity is an entry-level, career-development role in wealth management that provides paid training and sponsorship to obtain FINRA licenses (SIE, Series 7 Top Off, Series 66). The position combines remote onboarding with hands-on experience in Investor Centers and prepares associates for a client-facing career within Fidelity's investor services.
Required Skills
- Customer Service
- Phone Support
- Interpersonal
- Detail Orientation
- Multitasking
- Coachability
- Collaboration
- Communication
Qualifications
- SIE – FINRA
- Series 07 – 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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