Fidelity Investments · 6 days ago
Financial Services Representative - Louisville, KY
Louisville, KY
Full-time
Hybrid
New Grad, Entry LevelFidelity Investments is a leading financial services company seeking a Financial Services Representative to support customers through inbound calls. The role involves obtaining necessary FINRA licenses while providing assistance with account inquiries and transactions, with a focus on career development and training.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades
Become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses
Spend four days a week working from home and one day a week in an Investor Center, supporting customers with increasing complexity
Develop new skills and connect with colleagues, taking online classes, and more during dedicated time each week
Gain confidence and develop proficiency serving customers as you join the wealth management development track
Receive support and training to develop the skills needed to service customers and study for your FINRA licensing exams
Qualification
Required
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
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
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.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
Livemint.com
2026-01-22
2026-01-20
alleywatch.com
2026-01-20
Company data provided by crunchbase