Financial Services Representative - St. Louis - Ladue, MO
Fidelity(29 days ago)
About this role
A Financial Services Representative at Fidelity supports customers as the face of the firm in Investor Centers, beginning with a paid onboarding program that combines remote and in-center work. The role includes sponsored preparation for FINRA licensing (SIE, Series 7, Series 66) and a development track that transitions trainees to full on-site Investor Center responsibilities.
Required Skills
- Customer Service
- Interpersonal Skills
- Multitasking
- Coachability
- Collaboration
- Phone Support
- Detail Oriented
- Curiosity
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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