Financial Services Representative - Torrance, CA
Fidelity(18 days ago)
About this role
The Financial Services Representative role at Fidelity involves supporting customers over the phone, building skills in financial advising, and obtaining necessary licenses through comprehensive training. The position offers career growth opportunities, support for licensing, and a focus on developing customer service expertise in a fast-paced environment.
Required Skills
- Customer Service
- Communication
- Financial Advice
- Problem Solving
- Interpersonal Skills
- Attention to Detail
- Learning Agility
- Teamwork
- Adaptability
- Sales
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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