Full-Time

Financial Services Representative

Posted on 1/8/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Fintech
Financial Services

Compensation Overview

$45k - $75kAnnually

+ Bonus + Variable Compensation

Entry, Junior

Western Springs, IL, USA

Hybrid role requiring onsite work every other week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Customer Service
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
  • 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
  • Certifications: SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
Responsibilities
  • Support Fidelity’s 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
  • Continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills
  • Gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning

Fidelity Investments provides financial services and tools to help individuals manage their investments and stay updated on market trends. Their offerings include mobile apps and market monitoring tools that deliver real-time market quotes and trading capabilities. A key differentiator for Fidelity is its integration of new technologies and user-friendly interfaces, enhancing the investment experience. The company's goal is to empower users with the information and tools necessary for informed investment decisions.

Company Stage

Debt Financing

Total Funding

$120.3B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in wearables boosts potential for Fidelity's mobile market tools.
  • AI and data-driven trends enhance Fidelity's data analytics capabilities.
  • Strategic talent acquisition strengthens Fidelity's innovation and product development.

What critics are saying

  • Loss of key personnel to competitors like Aviva Investors.
  • Increased competition in wealth management from firms like Vanguard.
  • Volatile cryptocurrency market may impact Fidelity's investment offerings.

What makes Fidelity Investments unique

  • Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.
  • Fidelity's mobile apps provide comprehensive market monitoring and trading tools.
  • Fidelity's Open Limit Order Visualization offers unique insights into order execution.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

INACTIVE