Financial Services Associate - Licensing & Remote Training

Fidelity Investments Inc.; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Licensing sponsorship

Paid training

Job summary

Fidelity Investments Inc. seeks a motivated Financial Services Representative to support customers by phone, handling balance inquiries, transfers, and basic trades from a home-based setup with on-site days. The role leads to on-site Investor Center work after onboarding, with ongoing licensing opportunities.

Ideal candidates bring energy, a customer-first attitude, and a desire to grow a career in financial planning and advice, supported by paid training and a clear development path.

Qualifications

• Experience in customer service (phone or in-person) and ability to thrive in a fast-paced environment.
• Strong communication and interpersonal skills with attention to detail.
• Motivated to learn and build a profession in financial services.

Responsibilities

• Support Fidelity customers over the phone during onboarding and routine inquiries.
• Assist customers with account questions, withdrawals/transfers, and basic trades.
• Prepare for FINRA licensing with paid training and study support.

Skills

Customer service

Communication

Learning mindset

Interpersonal skills

Job description

Fidelity Investments Inc. seeks a motivated Financial Services Representative to support customers by phone, handling balance inquiries, transfers, and basic trades from a home-based setup with on-site days. The role leads to on-site Investor Center work after onboarding, with ongoing licensing opportunities.

Ideal candidates bring energy, a customer-first attitude, and a desire to grow a career in financial planning and advice, supported by paid training and a clear development path.