Financial Services Representative - Thousand Oaks, CA

Fidelity(1 month ago)

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

About this role

As a Financial Services Representative at Fidelity, you will play a vital role in helping customers by answering their questions related to account balances, processing transactions, and providing guidance on services. This position offers significant career development opportunities, including comprehensive training and support to help you obtain your FINRA licenses. You'll work remotely most of the week while spending one day in the Investor Center, transitioning to a fully on-site role once licensed and trained.

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Required Skills

Customer Service
Communication
Financial Services
Problem Solving
Team Collaboration

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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