Financial Services Representative - Nanuet, NY
Fidelity(1 month ago)
About this role
A Financial Services Representative at Fidelity joins an entry-level, career-development program supporting customers via inbound calls and in-person Investor Centers while preparing for a role in wealth management. The position includes paid training and sponsorship to obtain FINRA licenses and a structured path from remote onboarding to working onsite in an Investor Center.
Required Skills
- Customer Service
- Phone Support
- Interpersonal
- Detail-Oriented
- Multitasking
- Coachability
- Collaboration
- Curiosity
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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