Financial Services Representative - Troy, MI

Fidelity(1 month ago)

HybridFull TimeTrainee$49,311 - $66,450 (estimated)Customer Service

About this role

A Financial Services Representative at Fidelity is an entry-level, client-facing role designed to develop a career in wealth management through a structured training and career development program. The position includes sponsored FINRA licensing (SIE, Series 7, Series 66) and a progression into daily Investor Center work after onboarding. New hires begin with a hybrid training experience (primarily remote with regular time in an Investor Center) and receive ongoing career coaching and benefits support.

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Required Skills

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

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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