Fidelity
Financial Services
FinancialServicesRepresentative
“Financial Services Representative at Fidelity. Skills: Customer service, Financial licensing, Sales. Support customers taking inbound calls. Answer questions about account balances”
What You'll Achieve.
Become a FINRA Registered Representative; Develop and hone skills; Gain confidence and develop proficiency serving customers; Progress through career development experience; Achieve first promotion
Industry & Context.
Must obtain SIE, Series 7 Top Off and Series 66 licenses, Spending one day per week in the Investor Center, Transition to working fully on-site in an Investor Center
What They're Looking For.
Must Have
Experience in customer service (phone or in-person), Ability to deliver an outstanding customer experience, Superb interpersonal skills, Attention to detail, Ability to manage multiple tasks at once
Nice to Have
No finance background or college degree required
What You'll Do.
Support customers taking inbound calls
Answer questions about account balances
Support customers with increasing complexity
How You'll Work.
Team & Collaboration
Networking with colleagues
Applying for this Financial Services Representative role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Fidelity?
Real rants from real employees. Read before you apply.