Financial Services Representative — Licenses & Remote Training

Fidelity Investments; Grand Rapids (MI); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Licensing sponsorship

Paid training

Job summary

Fidelity Investments seeks a Financial Services Representative to support customers by phone and through licensing-driven development. You’ll work from home most days with one day on-site, advancing toward an Investor Center role with onsite days and remote support as needed.

You’ll gain training for FINRA licenses, build wealth-management skills, and transition to a client-facing advisor path in a growth-focused environment.

Qualifications

• High energy and enthusiasm with a demonstrated passion for helping people.
• Flexibility and self-motivation to thrive in a fast-paced environment.
• Experience in customer service (phone or in-person).
• Eagerness to learn and build a profession in financial services.
• Ability to deliver an outstanding customer experience.
• Strong interpersonal skills, attention to detail, and multi-tasking.

Responsibilities

• Support Fidelity customers by phone, answering questions and guiding interactions.
• Process account balances, withdrawals, transfers, and identify resources.
• Assist with placing trades and onboarding toward FINRA licensing.
• Collaborate with teams and participate in training to advance in a development track.

Skills

Customer service

Interpersonal skills

Eagerness to learn

Coachability

Flexibility

Communication

Job description

Fidelity Investments seeks a Financial Services Representative to support customers by phone and through licensing-driven development. You’ll work from home most days with one day on-site, advancing toward an Investor Center role with onsite days and remote support as needed.

You’ll gain training for FINRA licenses, build wealth-management skills, and transition to a client-facing advisor path in a growth-focused environment.