Financial Services Professional

4 weeks ago


Highland Park, Illinois, United States Fidelity Investments Full time

Job Title: Financial Services Professional

About the Role:

We are seeking a skilled Financial Services Professional to join our team at Fidelity Investments. As a key member of our branch team, you will play a vital role in delivering exceptional client experiences and driving business growth.

Key Responsibilities:

  • Provide top-notch customer service to our valued clients
  • Identify opportunities to deepen relationships and drive business growth
  • Partner with colleagues to achieve branch success
  • Stay up-to-date with industry developments and best practices

What We Offer:

Fidelity Investments is committed to investing in our people and providing a supportive work environment. We offer a competitive total rewards package, including a stable base salary, and a range of benefits to support your physical and mental well-being.

Requirements:

  • Customer service, phone, or financial services experience
  • Banking, insurance, or financial experience is an asset
  • Ability to learn and obtain FINRA licensing
  • Strong interpersonal and communication skills

Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Category: Customer Service

Work Arrangement: Hybrid working model, with a mix of onsite and offsite work



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