Financial Representative
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will serve as the face of the branch, support valued clients, handle front lobby transactions, and identify opportunities to deepen client relationships. You will apply compliance knowledge, make effective introductions, adopt new technology, and share knowledge with colleagues.
Requirements
- Customer service, phone-based support, or financial services experience
- Superb interpersonal skills and a passion for client engagement
- Ability to assess client needs and identify opportunities
- Attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Series 7 and Series 66 licensing preparation
- No immigration sponsorship
Responsibilities
- Support clients and deliver an exceptional experience
- Handle front lobby transactions and apply compliance knowledge
- Identify opportunities to deepen client relationships
- Make effective introductions that support branch success
- Adopt new technology and share knowledge within the branch
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources
- Training and onboarding support
