Financial Services Representative - Roslyn, NY jobs in United States
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Fidelity Investments · 15 hours ago

Financial Services Representative - Roslyn, NY

positionRoslyn, NY
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$45K/yr - $70K/yr

Fidelity Investments is seeking a Financial Services Representative to join their team. In this role, you will support customers through inbound calls, answering inquiries related to their accounts and transactions while undergoing training to obtain necessary financial licenses.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities

Responsibilities

Support our customers taking inbound calls
Answering questions about account balances
Making withdrawals
Transferring funds
Identifying resources
Placing trades
Support customers with increasing complexity
Develop and hone your skills
Gain confidence and develop proficiency serving customers
Spend time building advanced skills
Focus on development activities
Doing work that goes beyond supporting customer needs

Qualification

Series 7 - FINRASeries 66 - FINRACustomer service experienceEagerness to learnCoachabilityCuriosityInterpersonal skillsAttention to detailSelf-motivationCollaboration

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
Successful completion of all exams for SIE, Series 7 Top Off and Series 66 licenses

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

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

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Sam Altman in UAE as OpenAI turns to Middle East for estimated $50 billion funding round
2026-01-22
Portfolio Adviser
Fidelity’s Tennant: Understanding your emotional biases is incredibly important
2026-01-20
alleywatch.com
The Weekly Notable Startup Funding Report: 1/19/26
2026-01-20
Company data provided by crunchbase