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 9/23/2026
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 support clients at the branch, complete front-lobby transactions, and act as a compliance subject matter specialist. You will assess client needs, identify relationship opportunities, make introductions, adopt new tools, and help deliver an exceptional client experience.
Requirements
- Have customer service, phone-based support, or financial services experience
- Demonstrate interpersonal skills and client engagement
- Assess client needs and identify opportunities
- Demonstrate attention to detail and prioritization skills
- Manage multiple tasks
- Embrace feedback and collaboration
- Obtain FINRA Series 7 and Series 66 licenses with provided preparation support
Responsibilities
- Provide daily support to clients
- Complete front-lobby transactions
- Serve as a compliance subject matter specialist
- Assess client needs and identify opportunities
- Make effective client introductions
- Promote new technology tools within the branch
- Strengthen client relationships
Benefits
- Health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable-giving employee match program
- Student loan repayment
- Tuition reimbursement
- Training and onboarding