Financial Services Representative - Rochester, NY

Fidelity(2 months ago)

HybridFull TimeTrainee$45,000 - $70,000Customer Service

About this role

A Financial Services Representative at Fidelity supports customers via inbound phone calls and serves as the public face of the firm in Investor Centers after onboarding. The role includes paid training and sponsorship to obtain FINRA licenses (SIE, Series 7 Top Off, Series 66) and a structured development track to advance within wealth management. New hires spend most of onboarding working remotely with regular on-site Investor Center time before transitioning to full on-site work.

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Required Skills

Customer Service
Phone Support
Interpersonal Skills
Attention To Detail
Multitasking
Coachability
Collaboration
Curiosity

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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