Financial Representative
About the job
- Customer service, phone, or financial services experience is helpful preparation for the role.
- Banking, insurance, or financial experience is an excellent addition to the candidate’s experience.
- Candidates will receive support while learning FINRA licensing material and working to obtain the Series 7 and Series 66 licenses.
- A degree or other professional certifications are helpful but not required.
- Candidates should have interpersonal skills and a passion for engaging with clients.
- Candidates should be able to assess client needs and identify opportunities.
- Candidates should demonstrate attention to detail and be able to prioritize.
- Candidates should have organizational skills to manage multiple tasks.
- Candidates should be coachable, collaborative, and curious.
- Build long-lasting positive client relationships through integrity and honesty.
- Serve as a subject matter specialist in compliance and all front-lobby transactions.
- Partner with others and contribute to branch success by identifying opportunities to deepen client relationships.
- Support Fidelity clients daily.
- Identify leads and make effective introductions to support branch success.
- Act as a technology champion for the branch by adopting technology early and sharing knowledge with the team.
About the company
Fidelity Investments manages money and runs brokerage accounts for individuals, while administering workplace benefits and supporting financial advisers and institutions. Its funds span active management and index investing, and its advice services range from automated portfolios to dedicated wealth managers. Customers trade through online accounts or work with advisers by phone and at investor centers, while employers use its services for retirement savings and stock plans. The business earns advisory fees and charges for selected trades, with institutional custody and clearing services alongside its consumer accounts. Fidelity was founded in 1946 and is headquartered in Boston, Massachusetts, United States.
Company Size
10,001+
Company Stage
Debt Financing
Total Funding
$247.8B
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
- Growth supports business investment: March 2026 reporting showed Fidelity's 2025 revenue rose 15% to $37.7 billion.
- Eligible US employees build retirement savings: Fidelity combines a 401(k) match with annual profit sharing.
- Investment teams gained product scope: Fidelity launched four active small and midcap ETFs in April 2026.
What critics are saying
- Technology careers face restructuring: Fidelity cut about 800 jobs in its technology and product overhaul in May 2026.
- Boston staff face less flexibility: April 2026's policy sets five office days from September, with phone-support exemptions.
- Custody teams face irreversible errors: Fidelity's bitcoin fund warns lost private keys without backups permanently strand assets.
What makes Fidelity Investments unique
- Public shareholders do not set Fidelity's agenda: the investment group remains privately held.
- Fidelity competes on fund costs: its four ZERO index mutual funds charge no expense ratio.
- Platform scale supports large projects: Fidelity reported $18 trillion under administration for year-end 2025 in March 2026.
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