Financial Services Representative - Mountain View, CA

Fidelity(1 month ago)

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

About this role

As a Financial Services Representative at Fidelity, you will play a crucial role in providing support to customers through inbound calls while also preparing for a future as the face of Fidelity in Investor Centers. This position offers a unique career development experience, including paid training for obtaining financial licenses and personalized support to build skills and grow in the financial services industry.

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Required Skills

Customer Service
Communication Skills
Detail Orientation
Problem Solving

Qualifications

Series 07 - FINRA
Series 66 - FINRA
SIE - 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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