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Financial Services Representative at Fidelity - ApplyBlast

Financial Services Representative

Fidelity

1 month ago

4.4 on Glassdoor

Center Valley, Pennsylvania, 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 FINRA Registered Representative, providing paid training and support to obtain the SIE, Series 7, and Series 66 licenses. The position begins with a hybrid schedule of working from home and spending one day per week in an Investor Center, transitioning to a fully onsite role upon completion of the onboarding experience. The role focuses on supporting customers through inbound calls and developing skills in financial services and wealth management.

Responsibilities

Support customers with account inquiries and trades via phone
Obtain FINRA Series 7, Series 66, and SIE licenses
Transition to daily on-site work in Investor Centers

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.