Financial Services Representative - Millburn, NJ

Fidelity(13 days ago)

HybridFull TimeTrainee$45,000 - $70,000Customer Service

About this role

Join Fidelity as a Financial Services Representative where you will support customers over the phone, build industry certifications, and develop your career in financial services through comprehensive training and development programs. The role combines client interaction with ongoing professional growth, leading to potential advancement within the company.

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Required Skills

Customer Service
Communication
Interpersonal Skills
Attention to Detail
Financial Knowledge
Licensed Advisor
Client Support
Problem Solving
Teamwork
Curiosity

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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