Remote Financial Services Associate: Licensing Pathway

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

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.