Remote Financial Services Rep—FINRA Licensing Path

Soteria Reinsurance Ltd.; Schaumburg (IL); Hybrid; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health care coverage

Retirement benefits

Paid time off

Parental leave

Employee match program

Tuition reimbursement

Student loan repayment

Job summary

Fidelity Investments is hiring a Financial Services Representative to support customers and lay the groundwork for a career in financial planning and advice. The role includes paid licensing sponsorship (SIE, Series 7, Series 66) and a structured onboarding program.

Initially, you’ll work 4 days remotely and 1 day on‑site, with a clear path to an all on‑site Investor Center role after onboarding. Expect ongoing training, coaching, and career development opportunities.

Qualifications

• Experience in customer service (phone or in-person) and 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.

Responsibilities

• Support Fidelity’s customers while building a foundation for a career in financial planning and advice.
• Answer questions about account balances, processing withdrawals and transfers, and placing trades.
• Work from home with one day per week in the Investor Center during onboarding and training.

Skills

Passion for helping people

Customer service

Flexibility

Self-motivation

Interpersonal skills

Coachability

Job description

Fidelity Investments is hiring a Financial Services Representative to support customers and lay the groundwork for a career in financial planning and advice. The role includes paid licensing sponsorship (SIE, Series 7, Series 66) and a structured onboarding program.

Initially, you’ll work 4 days remotely and 1 day on‑site, with a clear path to an all on‑site Investor Center role after onboarding. Expect ongoing training, coaching, and career development opportunities.