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Financial Services Representative at Fidelity - ApplyBlast

Financial Services Representative

Fidelity

25 days ago

4.4 on Glassdoor

Littleton, Massachusetts, United States

Hybrid

Full Time

Trainee

0 applicants

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About this role

This role offers a career development path to become a Financial Services Representative at Fidelity, combining remote work with in-person customer support in Investor Centers. The position includes paid training and sponsorship for FINRA licensing exams, such as the Series 7 and 66, to build expertise in financial services. Employees will support customers with account inquiries and trades while developing skills for a future in wealth management and planning.

Responsibilities

Support customers with account inquiries and fund transfers
Obtain FINRA Series 7 and Series 66 licenses
Transition to daily Investor Center client support

Skills

Qualifications

SIE - FINRASeries 07 - FINRASeries 66 - FINRA

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.