Financial Services Representative - Carmel, IN

Are you ready to launch a high-impact career where your passion for helping others meets the world of sophisticated finance? At Fidelity, we are looking for a motivated Financial Services Representative to join our team in Carmel, IN. This is more than just a customer service role; it is a dedicated launchpad for your professional journey. You will spend your days providing expert guidance to our clients through inbound calls, all while receiving the industry-leading support, mentorship, and personalized coaching needed to thrive in the financial services sector.

We believe in investing in your future from day one, which is why we provide comprehensive, paid training to help you successfully obtain your Series 7 and 66 licenses. As you master the complexities of the market, you will be building the foundation for a long-term career path that can lead you to becoming the official face of Fidelity in our Investor Centers. If you are a graduate or early-career professional looking for a culture that prioritizes growth, continuous learning, and client success, we invite you to supercharge your potential and make a meaningful difference with us in Carmel.

Requirements

• Excellent verbal and written communication skills.
• Empathy and patience when dealing with complex customer inquiries.
• Ability to handle high-pressure situations with a professional attitude.
• Strong problem-solving skills and ability to think on your feet.
• Proficiency in CRM software and helpdesk tools (Zendesk, Salesforce).
• Previous experience in a customer-facing role is highly desirable.