Remote Financial Services Representative - Paid Licensing

Fidelity Investments; Irving (TX); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Licensing sponsorship

Paid study time

Job summary

Fidelity Investments in Irving, Texas seeks a dedicated Financial Services Representative to assist customers by answering questions, processing transfers, and guiding clients toward financial planning opportunities. The role includes a sponsor-paid FINRA licensing path (SIE, Series 7 Top Off, Series 66) with study time and coaching.

It features a hybrid work model: four days remote and one day on-site during training, transitioning to full on-site Investor Center work after onboarding, with

Qualifications

• Experience in customer service (phone or in-person).
• Flexible and self-motivated with a learner mindset.
• Excellent interpersonal skills and attention to detail.
• Willingness to learn and build a career in financial services.
• Coachability, collaboration and curiosity drive success in the role.

Responsibilities

• Answer customer questions about balances, withdrawals, transfers, and trades from home with one day per week in Investor Center.
• Support onboarding and license exam preparation with Fidelity licensing program.
• Progress to a fully on-site Investor Center role and adapt to evolving onsite expectations.

Skills

Customer service

Flexibility

Self-motivation

Interpersonal skills

Attention to detail

Coachability

Collaboration

Job description

Fidelity Investments in Irving, Texas seeks a dedicated Financial Services Representative to assist customers by answering questions, processing transfers, and guiding clients toward financial planning opportunities. The role includes a sponsor-paid FINRA licensing path (SIE, Series 7 Top Off, Series 66) with study time and coaching.

It features a hybrid work model: four days remote and one day on-site during training, transitioning to full on-site Investor Center work after onboarding, with