Financial Services Representative - Sarasota, FL

Fidelity(1 month ago)

HybridFull TimeTrainee$51,088 - $68,760 (estimated)Customer Service

About this role

A Financial Services Representative at Fidelity joins an entry-level wealth management development track focused on career growth and customer engagement. The role includes a structured, paid training program with sponsorship to obtain FINRA licenses and a hybrid onboarding experience that transitions to on-site work in an Investor Center. This position is aimed at building long-term planning and client-facing capabilities within Fidelity's investor services.

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Required Skills

Customer Service
Phone Support
Interpersonal Skills
Detail Orientation
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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