Financial Services Rep: Remote Training & Licensing Path

Soteria Reinsurance Ltd.; Vero Beach, Northern (FL, KY); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Fidelity Investments seeks a Financial Services Representative in Vero Beach, FL. You’ll support Fidelity customers by handling account inquiries, withdrawals, transfers, and trade placement from home with one day per week in the Investor Center, then transition to fully on-site work.

The program offers paid training, sponsorship for FINRA SIE, Series 7 Top Off, and Series 66 licenses, coaching, and a clear path toward a wealth management career, with onsite expectations evolving during rollout.

Qualifications

• Experience in customer service (phone or in-person).
• Ability to deliver an outstanding customer experience in a fast-paced environment.
• Willingness to learn and build a career in financial services.

Responsibilities

• Assist Fidelity customers over the phone, answering questions about accounts.
• Process withdrawals and transfers, identify resources, and place trades.
• Support training and progression through FINRA licensing exams.
• Stay flexible with on-site and remote work as Fidelity transitions to onsite roles.

Skills

Customer service

Strong communication

Interpersonal skills

Coachability

Job description

Fidelity Investments seeks a Financial Services Representative in Vero Beach, FL. You’ll support Fidelity customers by handling account inquiries, withdrawals, transfers, and trade placement from home with one day per week in the Investor Center, then transition to fully on-site work.

The program offers paid training, sponsorship for FINRA SIE, Series 7 Top Off, and Series 66 licenses, coaching, and a clear path toward a wealth management career, with onsite expectations evolving during rollout.