Financial Services Representative - Edina, MN
$45k/y-$70k/y
a day ago
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HybridFull-timeEntry
Summary
Fidelity Investments is seeking a Financial Services Representative to join their team in Edina, MN. The role involves supporting customers through inbound calls while preparing for a future as the official face of Fidelity in their Investor Centers.
About the Role
As a Financial Services Representative, you will focus on growth and career development while assisting customers with account inquiries, withdrawals, fund transfers, and trades. You will undergo a comprehensive training program to obtain your Series 7 and 66 licenses, with a mix of remote work and in-person support at the Investor Center.
About You
Required:
- High energy and enthusiasm with a passion for helping people.
- Experience in customer service (phone or in-person).
- Flexibility and self-motivation.
Preferred:
- Eagerness to learn and build a career in financial services.
- Superb interpersonal skills and attention to detail.
- Ability to manage multiple tasks effectively.
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
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of 5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Minneapolis, MN