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Financial Services Representative - New Haven, CT at Fidelity - ApplyBlast

Financial Services Representative - New Haven, CT

Fidelity

5 months ago

4.4 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

A Financial Services Representative at Fidelity supports customers through phone calls and in-person interactions, providing financial advice and assistance while working remotely and in Investor Centers.

Responsibilities

Support customers through phone calls and in-person interactions
Provide financial advice and assistance
Work remotely and in Investor Centers
Complete FINRA licensing exams
Develop and hone customer service skills

Skills

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.