Financial Services Representative - Milwaukee, WI

Fidelity Investments; Brookfield (WI); Hybrid; USD 40,000 - 55,000; Full time

Job summary

Fidelity Investments is hiring a Financial Services Representative in Milwaukee, WI. This entry-level position involves customer support through phone inquiries, helping with account management and transactions, and obtaining financial licenses with comprehensive training. The hybrid work model enhances flexibility while promoting career growth in wealth management.

Benefits

Paid licensing exams and ongoing training

Career development and promotional opportunities

Health insurance

401(k)

Tuition reimbursement

Qualifications

• High energy and a passion for helping people.
• Eager to learn and grow in financial services.

Responsibilities

• Support customers over the phone with account management.
• Obtain necessary FINRA licenses with paid training.
• Develop financial services skills through hybrid work.

Skills

Customer service experience

Interpersonal skills

Attention to detail

Multitasking ability

Enthusiasm

Job description

Financial Services Representative - Milwaukee, WI

Join our team at Fidelity Investments as a Financial Services Representative - Milwaukee, WI.

This role involves supporting customers through inbound calls, assisting with account inquiries, transactions, and providing financial guidance. You will undergo comprehensive training to obtain your Series 7 & 66 licenses, with ongoing support for career development in wealth management.

Responsibilities include:

• Supporting customers over the phone with account management and transactions.
• Obtaining necessary FINRA licenses with paid training.
• Developing financial services skills through a mix of remote and in-person work in Investor Centers.
• Advancing your career in wealth management and financial planning.

Qualifications:

• High energy, enthusiasm, and a passion for helping people.
• Customer service experience (phone or in-person).
• Strong interpersonal skills, attention to detail, and multitasking ability.
• Eagerness to learn and grow in financial services.

Benefits include:

• Paid licensing exams and ongoing training.
• Career development and promotional opportunities.
• Supportive work environment with a variety of benefits such as health insurance, 401(k), tuition reimbursement, and more.

Additional details:

• Entry-level, full-time position.
• Hybrid work model with onsite and remote work.
• Location: Milwaukee, WI.

This job posting is active and accepting applications.