Aman Gupta
Financial Services Representative @ Fidelity Investments
- Role
- Financial Services Representative at Fidelity Investments
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Aman Gupta
I am a recent graduate in Finance and Financial Planning, passionate about helping individuals and businesses achieve their financial goals. Now, as a Financial Services Representative at Fidelity Investments, I am excited to apply both my knowledge and skills in a dynamic, client-focused environment.Beyond my professional role, I am dedicated to continuous learning, whether through industry certifications, obtaining an advanced degree, or networking with finance professionals. I believe in the power of financial literacy and aim to empower clients to make informed decisions for their futures.
Experience
Financial Services Representative
May 2025 — Present · Edina, MN, US
Support Fidelity customers by answering inbound calls, assisting with account inquiries, processing transactions, and placing trades to ensure a seamless client experience- Guide clients in navigating Fidelity’s digital tools and resources, helping them manage their accounts and understand foundational investment options- Facilitate account servicing tasks such as withdrawals, fund transfers, and trade executions, while efficiently resolving customer issues with a focus on accuracy and care- Maintain strict adherence to Fidelity’s compliance standards and industry regulations when handling sensitive financial information and executing client requests- Complete training and actively pursue the SIE, Series 7 and 66 licenses.
Education
University of Minnesota Duluth
Bachelor of Business Administration - BBA
2021 — 2025
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