Job Description:

Financial Representative

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

The ExpertiseWe’reLooking For

Customer service, phone, or financial services experience will prepare you for this role

Banking, insurance, or financial experience is an excellent addition to your experience

We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses

Degree and/or other professional certifications are helpful; if youdon’talready have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Purpose of Your Role

It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success byidentifyingopportunities to deepen relationships.

The Skills You Bring

Superb interpersonal skills and passion to engage with clients

An aptitude to assess client needs andidentifyopportunities

Remarkable attention to detail and ability to prioritize

Organizational skills to manage multiple tasks

Being coachable, collaborative, and curious are your "go to" attributes

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to helpyouandyour family strike the right balance.We offer training in-branch, regionally, nationally, andvirtually tohelp you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

A key member of the team, you are offering support to Fidelity’s most valuable clients daily

Byidentifyingleads and making effective introductions, you are directlyimpactingthe success of the branch

Your efforts will be valued byclientsand you will find working with those clients a rewarding experience

As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $45,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

About the company

Fidelity Investments provides financial services and tools that connect people to markets and their money. It offers market data and trading tools delivered across devices, such as Market Monitor for Google Glass, Windows Phone, FiOS, and iPad, with customizable watch lists and chart visualizations. Fidelity differentiates itself by combining a long-running brokerage platform with Fidelity Labs’ experimentation and cross-device data delivery, plus visualization-focused features. Its goal is to make market information and trading tools easily accessible so customers can stay informed and act on their financial decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$246.9B

Headquarters

Boston, Massachusetts

Founded

1946

Get referred to Fidelity Investments

See people who can refer or advise you

Simplify's Take

What believers are saying

September 3, 2026 Fidelity reported record 401(k), 403(b), and IRA balances.
February 4, 2026 Fidelity launched FIDD, entering retail and institutional stablecoin markets.
September 10, 2026 Fidelity won Korea Investment partnership, broadening global research distribution.

What critics are saying

May 13, 2026 Fidelity settled a data-breach class action, signaling security exposure persists.
April 27, 2026 Massachusetts fined Fidelity $1.25 million over that breach’s resident impact.
July 21, 2026 class action accused Fidelity of unpaid boot-up and shutdown time.

What makes Fidelity Investments unique

Fidelity runs $17.5 trillion AUM and 50 million customers across investing and retirement.
June 10, 2026 Fidelity launched Freedom Lifetime, adding guaranteed income to target-date CITs.
Fidelity’s Dispatch integration powers real-time account opening across custodian workflows with Jump.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Company News

Yahoo Finance

Sep 20th, 2026

ChatGPT ranked 8 investment platforms for beginners - The results were surprising.

ChatGPT ranked 8 investment platforms for beginners - The results were surprising. Laura Beck Choosing an investment platform as a beginner can feel paralyzing. There are dozens of options, each claiming to be the easiest, cheapest or most beginner-friendly. So, Mestmaker & Petrey Wealth Advisors Inc asked ChatGPT to cut through the noise and rank the best platforms for new investors in 2026, with one simple ask: explain exactly why. And surprisingly, the top answer wasn't Robinhood. 1. The best overall: Fidelity investments. ChatGPT put Fidelity at the top of its ranking for beginners, and the reasoning was straightforward. Zero-dollar trades, no account minimums, strong research tools and a wide selection of free index funds make it the most complete beginner platform available. The bigger argument for Fidelity, ChatGPT said, is that it grows with you. Most investors eventually want more sophisticated tools, and Fidelity provides them without requiring a platform switch. 2. Best for learning: Charles Schwab. For beginners who feel nervous about investing and want genuine support, ChatGPT ranked Charles Schwab second. The platform offers strong customer service, paper trading that lets you practice with fake money before risking real dollars and educational resources that go deeper than most competitors. If you want guidance alongside your account, Schwab is the pick. 3. Best for long-term investing: Vanguard. Vanguard earned third place for one specific type of beginner: the person who wants to set up a retirement-focused portfolio and leave it alone. Famous for pioneering low-cost index funds, Vanguard's no-frills approach is deliberately designed to encourage long-term holding rather than frequent trading. If your goal is building retirement wealth without actively managing a portfolio, ChatGPT said Vanguard is hard to beat. 4. Best for simplicity: Robinhood. Robinhood ranked fourth on ease of use alone. The interface is genuinely clean and simple, and first-time investors often find it the least intimidating platform to open and navigate. ChatGPT flagged a real downside though: the app's design can encourage trading more frequently than a beginner should, and the educational resources are thin compared to Fidelity or Schwab. It's the easiest platform to use but not necessarily the one that produces the best long-term investor behavior. 5. Best all-in-one: sofi. SoFi made the list for beginners who want their banking, investing and financial planning in a single place. The platform combines investment accounts with banking products, loans and access to financial advisors - useful for someone just starting to build their full financial picture rather than just an investment account.

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