Financial Services Representative - Flatiron NY
Overview
Join Fidelity Brokerage Services as a Financial Services Representative in New York. This flat-rate role offers paid training for Series 7 and Series 66 licenses, flexible work-from-home and one-day weekly visits to the Investor Center. Gain leadership experience while developing customer service skills and advance toward a career in wealth management.
What You'll Do7
- 1Answer inbound customer calls regarding account balances and transactions
- 2Prepare for FINRA licensing exams through scheduled study sessions
- 3Provide personalized financial guidance and resource referrals
- 4Support clients with fund transfers and investment inquiries
- 5Transition to full-time onsite duties in the Investor Center after onboarding
- 6Develop technical expertise using tools like AWS and Kubernetes
- 7Collaborate with peers to enhance client experience and internal processes
Requirements5
- 15+ years building ETL pipelines with Spark and Airflow
- 2Certification: CPC Card
- 3Series 7 and Series 66 licenses obtained through company-sponsored training
- 4High energy and enthusiasm for helping people
- 5Ability to thrive in fast-paced environments with strong interpersonal skills
Salary Insight
$45 - $75k per year
Location
Required Skills
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