Full-Time

Financial Representative

Posted on 1/3/2025

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

No salary listed

Entry, Junior

Company Historically Provides H1B Sponsorship

Naples, FL, USA

Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Customer Service
Requirements
  • Customer service, phone, or financial services experience
  • Banking, insurance, or financial experience
  • Ability to learn FINRA licensing material and obtain Series 7 and 66 licenses
  • Degree and/or other professional certifications
Responsibilities
  • Have rewarding interactions with clients
  • Be a subject matter specialist in compliance and front lobby transactions
  • Identify opportunities to deepen relationships
  • Support Fidelity’s most valuable clients daily
  • Identify leads and make effective introductions
  • Be a technology champion for the branch
Desired Qualifications
  • CFP or degree (helpful, not required)
  • Being coachable, collaborative, and curious

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily quotes for major stock indices directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on the go. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time and compare different stocks visually. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The company's goal is to empower individuals with the information and tools they need to make informed investment decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$125.2B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Rising adoption of wearable tech boosts Fidelity's market monitor for Google Glass.
  • Municipal bond ETFs attract investors seeking stable returns amid market volatility.
  • Fee-free Crypto IRAs align with consumer demand for cost-effective financial solutions.

What critics are saying

  • Increased competition in municipal bonds may impact Fidelity's market share.
  • Regulatory scrutiny may arise from Fidelity's launch of fee-free Crypto IRAs.
  • Fidelity's fintech investments expose it to volatile market and technological risks.

What makes Fidelity Investments unique

  • Fidelity offers innovative financial monitoring via Google Glass and mobile apps.
  • Fidelity Labs develops cutting-edge financial tools like Open Limit Order Visualization.
  • Fidelity's Crypto IRAs provide fee-free investment options in Bitcoin, Ethereum, and Litecoin.

Help us improve and share your feedback! Did you find this helpful?

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

The Times of India
Apr 16th, 2025
HomeFirst raises Rs 1.2k cr through QIP - Times of India

India-Business News: MUMBAI: HomeFirst Finance has raised Rs 1,250 crore through a qualified institutional placement, issuing 1.28 crore equity shares at Rs. 970 each, a 4.

Business Wire
Apr 11th, 2025
Following Years of Record Growth, IL MAKIAGE Receives $130 Million Investment at $1.5 Billion Valuation

ODDITY, parent company to IL MAKIAGE, today announced the closing of a $130 million private round that values the company at $1.5 billion.

PR Newswire
Apr 9th, 2025
Nuro Announces Series E Financing at $6B Valuation, Backed by Leading Financial and Strategic Investors

/PRNewswire/ -- Nuro, Inc., a leader in autonomous driving technology, today announced it has raised $106 million so far in its ongoing Series E funding round,...

InvestmentNews
Apr 7th, 2025
Muni bonds draw investors amid market downturn

Fidelity Investments launched two new municipal bond ETFs on Monday, while last week saw T Rowe Price debut three new municipal bond strategies as separately managed accounts (SMAs).

Salt Lake Chamber
Apr 7th, 2025
UVU and Fidelity To Host 4.01K "Race to Retirement" To Promote Financial Literacy in a Fun, Family-Friendly Way

Utah Valley University (UVU) is teaming up with Fidelity to help Utahns race toward a brighter financial future - literally.

INACTIVE