Remote Financial Services Representative - Training & Licensing

Fidelity Investments; Novi (MI); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Hybrid work model

Paid training

Job summary

Fidelity Investments in Novi, MI, is seeking a Financial Services Representative to support customers by phone during onboarding and licensing. You’ll work four days remotely with one day on-site, then transition to daily on-site Investor Center duties as training progresses.

The role includes sponsored FINRA licensing (SIE, Series 7 Top Off, Series 66) and structured coaching to build a career in financial planning and advice.

Qualifications

• High energy and enthusiasm with a passion for helping people.
• Flexibility and self-motivation in a dynamic environment.
• Experience in customer service (phone or in-person) and thriving with clients.
• Eagerness to learn and build a profession in financial services.
• Ability to deliver an outstanding customer experience.
• Interpersonal skills, attention to detail, and multitasking ability.
• Coachability, collaboration, and curiosity drive success in the role.

Responsibilities

• Support Fidelity’s customers over the phone, answer questions, and process basic transactions.
• Learn and apply licensing steps with paid study time and coaching.
• Transition from remote onboarding to on-site Investor Center duties as required.

Skills

High energy

Customer service

Flexibility

Eagerness to learn

Interpersonal skills

Coachability

Attention to detail

Tools

FINRA licensing

Job description

Fidelity Investments in Novi, MI, is seeking a Financial Services Representative to support customers by phone during onboarding and licensing. You’ll work four days remotely with one day on-site, then transition to daily on-site Investor Center duties as training progresses.

The role includes sponsored FINRA licensing (SIE, Series 7 Top Off, Series 66) and structured coaching to build a career in financial planning and advice.