Remote-Ready Financial Services Rep | License Track

Fidelity Investments; Tucson (AZ); Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Licensing sponsorship

Paid study time

Professional development

Hybrid work model

Job summary

Fidelity Investments is seeking a Financial Services Representative to support customers by answering questions, processing transactions, and guiding them toward financial planning opportunities. The role includes paid training and a clear pathway to FINRA licensing, with initial 4 days remote and 1 day on-site per week, transitioning to full on-site Investor Center as you grow.

No finance degree required; the team emphasizes strong customer service, adaptability, and a proactive attitude toward

Qualifications

• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment.
• Eagerness to learn and build a profession in financial services.
• Flexibility and self-motivation.

Responsibilities

• Answer questions about account balances, withdrawals, transfers, and resources via phone.
• Place trades when appropriate and support customers during onboarding.
• Work 4 days remotely and 1 day on-site, transitioning to full on-site Investor Center over time.

Skills

Customer service

Communication

Learning agility

Teamwork

Job description

Fidelity Investments is seeking a Financial Services Representative to support customers by answering questions, processing transactions, and guiding them toward financial planning opportunities. The role includes paid training and a clear pathway to FINRA licensing, with initial 4 days remote and 1 day on-site per week, transitioning to full on-site Investor Center as you grow.

No finance degree required; the team emphasizes strong customer service, adaptability, and a proactive attitude toward