Remote Financial Services Rep: Licensing & Training Paid

Fidelity Investments; Fairfield (CT); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Fidelity Investments is seeking a Financial Services Representative to support customers by answering questions, processing transactions, and guiding them through licensing steps in a fast-paced environment. The role begins with a hybrid schedule, featuring 4 days remote and 1 day on-site, with a transition to full on-site work as the program progresses.

You will receive paid study time and coaching for FINRA licenses (SIE, Series 7 Top Off, Series 66) and participate in ongoing development and

Qualifications

• Experience in customer service (phone or in-person)
• Strong communication and interpersonal skills
• Willingness to learn and pursue financial licensing

Responsibilities

• Answer customer questions and assist with account inquiries over the phone
• Process withdrawals and transfers and identify resources for customers
• Support onboarding and licensing progression; transition to on-site Investor Center as required

Skills

Customer service

Communication

Flexibility

Sales aptitude

Attention to detail

Coachable

Job description

Fidelity Investments is seeking a Financial Services Representative to support customers by answering questions, processing transactions, and guiding them through licensing steps in a fast-paced environment. The role begins with a hybrid schedule, featuring 4 days remote and 1 day on-site, with a transition to full on-site work as the program progresses.

You will receive paid study time and coaching for FINRA licenses (SIE, Series 7 Top Off, Series 66) and participate in ongoing development and