Financial Services Representative - Nanuet, NY

Fidelity Investments is seeking a Financial Services Representative who is passionate about helping people. In this role, you will provide support to customers by answering questions, assisting with transactions, and preparing for a future in financial services through dedicated training and licensing support. Responsibilities Support customers 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 Build and Solidify Skills: Support customers with increasing complexity to develop and hone your skills while working from home and in an Investor Center Discover Success: Gain confidence and develop proficiency serving customers as you join the wealth management development track Participate in career development activities and networking with colleagues 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 Successful completion of all exams for SIE, Series 7 Top Off and Series 66 licenses 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 Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is