Financial Services Rep: Licensed Path to Wealth Planning

Fidelity Investments Inc.; Novi (MI); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Licensing sponsorship for FINRA exams

Paid study time

Job summary

Fidelity Investments Inc. in Novi, MI is hiring a Financial Services Representative. You will support customers by phone, answer questions, and process transactions while preparing for FINRA licensing exams with paid study time. The role blends remote work with on-site Investor Center participation during onboarding and after training.

You’ll develop wealth management skills, engage in ongoing training, and advance along a defined career path in financial planning and advice.

Qualifications

• Experience in customer service (phone or in-person).
• Desire to learn and build a career in financial services.
• Strong interpersonal skills and attention to detail.

Responsibilities

• Support Fidelity customers by phone, answering questions and processing requests.
• Assist in onboarding and licensing process for FINRA exams.
• Transition to on-site Investor Center with growth opportunities.

Skills

Customer service

Communication

Coachability

Teamwork

Ability to learn

Job description

Fidelity Investments Inc. in Novi, MI is hiring a Financial Services Representative. You will support customers by phone, answer questions, and process transactions while preparing for FINRA licensing exams with paid study time. The role blends remote work with on-site Investor Center participation during onboarding and after training.

You’ll develop wealth management skills, engage in ongoing training, and advance along a defined career path in financial planning and advice.