Financial Services 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 support customers by phone, answer account questions, process withdrawals and transfers, identify resources, and place trades. You will complete sponsored FINRA licensing training, develop financial-services skills, initially work remotely four days per week, and later work on-site in an Investor Center.
Requirements
- Customer service experience by phone or in person.
- Ability to work face-to-face with clients in a fast-paced environment.
- Ability to deliver an outstanding customer experience.
- Interpersonal skills, attention to detail, and multitasking ability.
- Successful completion of required FINRA examinations.
Responsibilities
- Support customers by phone.
- Answer questions about account balances.
- Process withdrawals and transfers.
- Identify customer resources.
- Place trades.
- Complete FINRA licensing examinations.
- Develop financial-services and customer-service skills.
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.
