Licensed Financial Services Representative

Fidelity Investments; Naples (FL); Hybrid; USD 45,000 - 55,000; Full time

Job summary

Fidelity Investments is seeking a Financial Services Representative to support customers during onboarding and provide service from home with one day per week at an Investor Center. You will work toward FINRA licensing (SIE, Series 7 Top Off, Series 66) with Fidelity sponsoring the study time and exams.

The role begins with remote work and transitions to on-site Investor Center duties as you advance. You'll gain hands-on experience in wealth management, develop customer service excellence, and

Qualifications

• 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.
• Coachability, collaboration, and curiosity fuels success in the role.
• High energy and enthusiasm with a demonstrated passion for helping people.
• Flexibility and self-motivation.
• Excellent interpersonal skills and attention to detail.
• Ability to handle multiple tasks at once.

Responsibilities

• Provide customer support over the phone during onboarding.
• Assist with licensing exams preparation and ongoing training.
• Balance remote work with on-site Investor Center duties.
• Develop proficiency in wealth management within the development track.
• Support customers with account questions and transfers.

Skills

Customer service

Communication

Interpersonal skills

Self-motivation

Coachability

Attention to detail

Multi-tasking

Job description

Fidelity Investments is seeking a Financial Services Representative to support customers during onboarding and provide service from home with one day per week at an Investor Center. You will work toward FINRA licensing (SIE, Series 7 Top Off, Series 66) with Fidelity sponsoring the study time and exams.

The role begins with remote work and transitions to on-site Investor Center duties as you advance. You'll gain hands-on experience in wealth management, develop customer service excellence, and