While greeting every customer who walks through our doors, you'll support the operations of your entire Fidelity office. Most of your day will be spent answering questions, processing transactions, placing trades and making deposits for our customers.
Throughout the day, you'll also work with everyone from Financial Consultants to your Branch Office Manager to prepare for client meetings, review paperwork, and keep our entire operation running smoothly and efficiently.
This is a fast-paced, high-volume role and it's a great starting point for someone interested in a career in financial services. You don't need experience, but you must have knowledge of the financial markets and the ability to manage many tasks at once. To start, you won't need Series 7 licensure, but you will need to earn it within your first six months at Fidelity.
From here, two popular career paths exist. These are the Relationship Manager or Investment Consultant roles.