Financial Services Representative - Monterey, CA
Fidelity(1 month ago)
About this role
A Financial Services Representative at Fidelity is an entry-level role focused on developing into an Investor Center advisor through a structured career development and licensure program. The position includes paid training and sponsorship to obtain FINRA licenses (SIE, Series 7, Series 66), a mix of remote onboarding and in-center experience, and ongoing career coaching and benefits to support progression.
Required Skills
- Customer Service
- Phone Support
- Trade Execution
- Fund Transfers
- Detail Orientation
- Interpersonal Skills
- Coachability
- Collaboration
- Time Management
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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