Financial Services Representative - Naperville, IL

Fidelity(1 month ago)

Naperville, ILOnsiteFull TimeJunior$45,000 - $70,000Customer Service

About this role

A Financial Services Representative at Fidelity participates in a structured career development program with paid training and sponsored FINRA licensing to prepare for a client-facing role in Investor Centers. The position includes a mix of remote onboarding and in-center experience, transitioning to full-time onsite work in an Investor Center. The role is intended as an early-career pathway into wealth management and financial planning.

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Required Skills

Customer Service
Client Support
Communication
Coachability
Collaboration
Interpersonal Skills
Detail Oriented
Time Management

Qualifications

SIE - FINRA
Series 07 - FINRA
Series 66 - 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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