Financial Services Rep: Licensing Track & Career Growth

Fidelity Investments; West Hartford (CT); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Fidelity Investments is seeking a Financial Services Representative to support customers by phone and on-site, with paid training to obtain FINRA licenses (SIE, Series 7 Top Off, Series 66). Role transitions from remote days to full on-site Investor Center work, with ongoing development and potential remote support depending on business needs.

You will develop wealth management skills, study for licensing exams, and gain career progression opportunities in a supportive environment.

Qualifications

• High energy and enthusiasm with a demonstrated passion for helping people.
• Flexibility and self-motivation.
• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment.
• Eagerness to learn and build a profession in financial services.
• Ability to deliver an outstanding customer experience.
• Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once.
• Coachability, collaboration, and curiosity fuels success in the role.

Responsibilities

• Support Fidelity customers over the phone with questions about balances, withdrawals, transfers, resources, and basic guidance.
• Assist customers in placing trades and navigating onboarding, with time allocated for training and development.
• Onboarding completes to transition to a fully on-site Investor Center role, with possible remote support as needed.

Skills

High energy

Flexibility

Customer service

Willingness to learn

Outstanding customer experience

Interpersonal skills

Coachability

Tools

FINRA licensing process

Job description

Fidelity Investments is seeking a Financial Services Representative to support customers by phone and on-site, with paid training to obtain FINRA licenses (SIE, Series 7 Top Off, Series 66). Role transitions from remote days to full on-site Investor Center work, with ongoing development and potential remote support depending on business needs.

You will develop wealth management skills, study for licensing exams, and gain career progression opportunities in a supportive environment.