Exton, Pennsylvania, United States · On-site
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 i…
Skills: Customer Service, Interpersonal Skills, Attention To Detail, Prioritization, Organizational Skills
Dublin, Leinster, Ireland · On-site
Job Description: Analyst, Trade Operations Location: Dublin Duration: Permanent Working Hours: 8:30 – 5pm The Expertise we are looking for 1 – 3 years’ experience in the financial operations industry, preferably in Trade…
Skills: Trade Processing, Fund Accounting, Cash Reconciliation, Position Reconciliation, Data Analysis
Smithfield, Rhode Island, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Have a passion for leading facilitated learning experiences and events - sparking curiosity, inspiring change, challeng…
Skills: Capability-based Learning and Development, Learning Delivery Methods, Presentation Skills, Adult Learning Principles and Concepts, Learning Analysis
Dublin, Leinster, Ireland · On-site
Job Description: Analyst, Trade Operations Location: Dublin Duration: Permanent Working Hours: 8:30 – 5pm The Expertise we are looking for 1 – 3 years’ experience in the financial operations industry, preferably in Trade…
Skills: Trade Processing, Fund Accounting, Cash Reconciliation, Position Reconciliation, Data Analysis
Boston, Massachusetts, United States · On-site
$103k–$211k/yr
Job Description: The Role In the role of Director, Segment Enablement you will partner with key leaders across Fidelity Institutional (FI ) including Segment Management, Sales/Relationship and other functional partners t…
Skills: Data Analysis, Project Management, Strategic Planning, Executive Communication, Stakeholder Management
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Designs and delivers enterprise financial services applications in distributed environments, using Micro-s…
Skills: Java J2EE, TDD, BDD, JUnit, PowerMockito
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Deploys applications in a DevOps environment using Continuous Integration/Continuous Deployment (CI/CD) pi…
Skills: Java, TypeScript, JUnit, Postman, SoapUI
Smithfield, Rhode Island, United States · On-site
$116k–$166k/yr
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Develops and maintains curated data repositories for an enterprise analytics platform. Analyzes complex da…
Skills: SQL, Python, Tableau, SAP Power Designer, AWS-S3
Boston, Massachusetts, United States · On-site
$165k–$194k/yr
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Oversees production data management, model integrity, and end-to-end technical support for portfolio manag…
Skills: Portfolio Analytics, Risk Modeling, Quantitative Research, Oracle SQL, Python
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Develops and maintains software solutions leveraging Oracle RDBMS (PL/SQL) within a DevOps environment, ut…
Skills: Oracle PL/SQL, AWS, Python, Scala, Snowflake
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Performs functions related to Network and Perimeter specialized Security Engineers including Email Securit…
Skills: Network Security, Perimeter Defense, Cloud Security, Penetration Testing, Incident Handling
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Designs, develops, tests, deploys, maintains, and enhances middle-tier (Java micro-services), back-end (Or…
Skills: Java, AWS, Oracle, Postgres, Kafka
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Develops comprehensive, high-quality software solutions from end to end, leveraging server-side technologi…
Skills: Java, Angular, Spring Boot, React.js, AWS
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Provides technology and functional leadership and expertise in solutioning Security Exchange Commission (S…
Skills: Oracle, Informatica, Kafka, AWS, Snowflake
Westlake, Texas, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position Client Experience Account Manager The Role The Senior Specialist is a member of the Service Delivery Client Services team, specif…
Skills: Verbal Communication, Written Communication, Attention To Detail, Organizational Skills, Time Management
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Architects and deploys complex, scalable software applications while performing comprehensive feasibility …
Skills: Angular, JavaScript, HTML5, CSS, Node.js
Boston, Massachusetts, United States · On-site
$67k–$127k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Financial Analyst on the Direct Real Estate Team, you’ll play a key role in supporting the Finance Team through th…
Skills: Property Accounting, Financial Reporting, Property Budgeting, Acquisition Support, US GAAP
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Drives quality across complex, multi-stack environments using Java/J2EE, Spring Boot, Angular, REST/SOAP A…
Skills: Java, Spring Boot, Angular, AWS, Docker
Durham, North Carolina, United States · On-site
Job Description: Position Description: Note: Fidelity will not provide immigration sponsorship for this position. Coordinates multiple software development work streams through integration and ensures architecture is sca…
Skills: Java, Spring Boot, Python, AWS, Microservices
Merrimack, New Hampshire, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. In FFIO Market Data organization, we continually challenge the status quo to process and deliver millions of messages to million…
Skills: Java, Spring Boot, Go, React, Angular
Exton, Pennsylvania, United States • On-site
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Act as the face of Fidelity by managing front lobby transactions and maintaining compliance. Identify opportunities to deepen client relationships and provide support to high-value clients.
Requires experience in customer service, phone, or financial services. Candidates must be able to obtain FINRA Series 7 and 66 licenses.
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 Expertise We’re Looking 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 you don’t already 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 by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
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 our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help 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
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and 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.
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.
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
Here to help you grow your savings and invest in the life you want.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
Offices: 245 Summer St, Boston, MA 02210, US
