Financial Services Representative - Oakdale, MN
Fidelity Investments is seeking a Financial Services Representative to support customers and develop a career in financial services. The role involves answering customer inquiries, obtaining necessary licenses, and participating in a comprehensive training program.
Responsibilities
- Support customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
- Obtain Licenses: Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity
- Build and Solidify Skills: Spend four days a week working from home and one day a week in an Investor Center, supporting customers with increasing complexity to develop and hone skills
- Gain confidence and develop proficiency serving customers as you join the wealth management development track and spend time building advanced skills
Skills
- 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
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity
- Successful completion of all exams
Benefits
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Commuter Benefit Program
- Backup Dependent Care
- Charitable match
- Concierge Services
- Wellness Program
- Fitness Reimbursement
Company Overview