Financial Services Representative - Overland Park, KS
Fidelity(1 day ago)
About this role
A Financial Services Representative at Fidelity supports customers through inbound calls, helps with account management, and undergoes paid training to obtain relevant FINRA licenses. The role offers career growth opportunities within wealth management, emphasizing skill development and customer service. It is designed for individuals passionate about helping others and interested in building a career in financial services.
Required Skills
- Customer Service
- Communication
- Attention to Detail
- Financial Knowledge
- Relationship Building
- Problem Solving
- Sales
- Teamwork
- Adaptability
- Finance
Qualifications
- 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.
View more jobs at Fidelity →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Fidelity
Similar Jobs
Advisor Licensing Program
LPL Financial(1 month ago)
Advisor Licensing Program
LPL Financial(1 month ago)
Financial Services Intern - Overland Park, KS
OneDigital(1 month ago)
Financial Services Consultant -SIE & Registered - Charlotte, NC National Contact Center
TIAA(22 days ago)
Advisor Licensing Program
LPL Financial(1 month ago)
Financial Services Consultant - Non Registered - Frisco, TX National Contact Center
TIAA(22 days ago)