Financial Services Representative - Oakdale, MN
Fidelity(26 days ago)
About this role
A Financial Services Representative at Fidelity is an entry-level role focused on developing a career in wealth management through a structured, company-sponsored training program. The position includes paid preparation and sponsorship for FINRA licensing (SIE, Series 7, Series 66) and a blend of remote and in-center work during onboarding. After training, the role transitions to working primarily in an Investor Center as a public-facing representative of Fidelity.
Required Skills
- Customer Service
- Phone Support
- Account Management
- Fund Transfers
- Trade Execution
- Interpersonal Skills
- Attention To Detail
- Multitasking
- Coachability
- Collaboration
+2 more
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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