Financial Services Representative
| Company | Fidelity Investments |
|---|---|
| Location | Jacksonville, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
Responsibilities
- Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
- Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses
- Spend four days a week working from home and one day a week in an Investor Center to support customers with increasing complexity
- Gain confidence and develop proficiency serving customers as you join the wealth management development track
Preferred Qualifications
- Coachability
- Collaboration
- Curiosity