Financial Services Representative -Lake Grove, NY
$45,000–$75,000 year
Hybrid · Lake Grove, New York, United States
Job Summary
Financial Services Representative role located in Lake Grove, NY, with a mix of remote work from home and one day per week in an Investor Center. Responsibilities include handling inbound customer calls, answering questions about accounts, facilitating transfers and withdrawals, identifying resources, and supporting customers while pursuing FINRA licensing (SIE, Series 7, Series 66) through an on-the-job training program. The position offers paid training, sponsorship for licensing exams, career development within Fidelity’s wealth management track, and a base salary of $45,000-$75,000 with potential bonuses, plus comprehensive benefits. Requires strong customer service skills and the ability to thrive in a fast-paced environment; no finance background or college degree required. The role transitions from remote/home-based activity to on-site Investor Center work as business needs dictate.
Required Qualifications
- FINRA SIE
- Series 7
- Series 66 licensing exams (on-the-job study and sponsorship during onboarding)
- No college degree required
- Experience in customer service or client interaction with a fast-paced environment
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