Financial Services Representative - Walnut Creek, CA
Fidelity(14 days ago)
About this role
A Financial Services Representative role focused on training and development in the financial industry, supporting customers over the phone, obtaining necessary licenses, and advancing a career in wealth management. The position offers structured career growth, extensive training, and support to develop key skills and certifications.
Required Skills
- Customer Service
- Inbound Calls
- Wealth Management
- Licensing
- 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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