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.ResponsibilitiesSupport customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing tradesObtain 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 FidelityBuild 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 skillsGain confidence and develop proficiency serving customers as you join the wealth management development track and spend time building advanced skillsSkillsHigh energy and enthusiasm with a natural passion for helping peopleFlexibility and self-motivationExperience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environmentEagerness to learn and build a career in financial servicesAbility to deliver an outstanding customer experienceSuperb interpersonal skills, attention to detail and ability to manage multiple tasks at onceCoachability, collaboration and curiosity will fuel your successObtain 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 FidelitySuccessful completion of all examsBenefitsMaternal and Parental LeaveTuition ReimbursementStudent Loan Assistance401(K) 7% matchHealth InsuranceDental InsuranceVision InsuranceDisability InsurancePaid Time offCommuter Benefit ProgramBackup Dependent CareCharitable matchConcierge ServicesWellness ProgramFitness ReimbursementCompany OverviewFidelity’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 https://www.fidelity.com.



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