Financial Services Representative - Plano, TX

Fidelity Investments Inc.; Plano (TX); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Paid licensing sponsorship

Paid training

Remote work 4 days per week

Onsite Investor Center onboarding

Job summary

Fidelity Investments Inc. is seeking a Financial Services Representative to support customers by phone and in person, guiding them through balances, transfers, and basic trading activities.

The role emphasizes rapid licensing preparation with Fidelity-sponsored FINRA exams and structured study plans. You will train four days remotely and one day onsite, transitioning to a fully onsite Investor Center role after onboarding.

Qualifications

• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment.
• Willingness to learn and build a profession in financial services.
• Commitment to delivering an outstanding customer experience.
• Coachability, collaboration, and curiosity are key to success in the role.
• Role includes sponsoring FINRA licensing: SIE, Series 7 Top Off, Series 66 with paid study time and coaching.

Responsibilities

• Support Fidelity customers over the phone and respond to account questions.
• Process withdrawals and transfers and identify resources.
• Place trades and assist customers during onboarding.
• Work from home with one day per week in the Investor Center, then move to full onsite as training concludes.

Skills

Customer service

Communication

Coaching & training

Adaptability

Interpersonal skills

Education

FINRA SIE

FINRA Series 7

FINRA Series 66

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

• Obtain Licences: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licences—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
• Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the programme, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
• Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on‑site in the Investor Center each day.

The Expertise and Skills You Bring

• 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

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognised and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalised career path.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organisations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.