Westlake, Ohio, United States · Hybrid
Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while y…
Skills: Customer Service, Interpersonal Skills, Attention To Detail, Multitasking, Collaboration
Merrimack, New Hampshire, United States · On-site
$89k–$180k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position The Role As a member of this team, you will play a key role in facilitating the electronic discovery of relevant data across Fide…
Skills: Microsoft Purview, ESI Preservation, ESI Collection, EDRM, Legal Holds
Westlake, Texas, United States · On-site
Job Description: Position Description: Designs and crafts modern data and information delivery and analytics platforms in the Cloud, using Snowflake, Redshift, AWS, Azure, and Python. Builds scalable and robust data solu…
Skills: Snowflake, Python, AWS, Azure, Informatica
Jersey City, New Jersey, United States · On-site
$107k–$216k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role: As a Principal Engineer on the Enterprise AI/ML Platform team, you will tackle the most complex technical challenges i…
Skills: Python, Distributed Systems, AWS, SageMaker, Docker
Galway, Connacht, Ireland · On-site
Job Description: The Role As a Team Lead for ECS Application Security, you’ll combine deep engineering expertise with a passion for developing high-performing teams. In our agile, cloud-first environment, you’ll set tech…
Skills: People Leadership, Technical Leadership, Secure-SDLC, AWS, DevSecOps
Towson, Maryland, United States · On-site
$96k–$210k/yr
Job Description: A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you t…
Skills: Relationship Management, Financial Services, Time Management, Influencing Skills, Compliance
Boston, Massachusetts, United States · On-site
$103k–$211k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Are you ready to play a key role in shaping Fidelity’s retail real estate strategy and portfolio? As Director of Transa…
Skills: Transaction Management, Leasing Strategy, Complex Negotiations, Financial Acumen, Lease Analysis
Sunnyvale, California, United States · On-site
$48k–$91k/yr
Job Description: As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in o…
Skills: Relationship Management, Financial Planning, Customer Experience, Communication Skills, Compliance
Merrimack, New Hampshire, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Group Fidelity’s Fixed Income division is one of the leading managers of bond and money market instruments with over $2 tril…
Skills: Fixed Income Investing, Portfolio Analysis, SQL, Dash, Python
Merrimack, New Hampshire, United States · On-site
Job Description: Note: Fidelity is not providing immigration sponsorship for this position. The Role We are seeking a talented individual to assist the Configuration Management CoE, with a strong focus on Common Service …
Skills: Common Service Data Model (CSDM), ServiceNow CMDB, ITIL Processes, Data Analysis, Process Analysis
Boston, Massachusetts, United States · On-site
$85k–$171k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Derivatives Trading Operations Senior Analyst is a newly envisioned role within Investment Services, designed to pr…
Skills: OTC Derivatives, Trade Booking, Lifecycle Management, Security Reference Data, Project Management
Boston, Massachusetts, United States · On-site
$107k–$216k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk a…
Skills: Portfolio Risk Analytics, SQL, Python, Snowflake, Oracle
Boston, Massachusetts, United States · On-site
$110k–$222k/yr
Job Description: NOTE: Fidelity will not provide sponsorship for this position. The Role Ready to lead product innovation in a vibrant environment? As the Director, Derivatives and Liquid Alternative Investments Product …
Skills: Product Management, Derivatives Operations, Liquid Alternatives, Collateral Management, Product Strategy
San Francisco, California, United States · On-site
$103k–$211k/yr
Job Description: NOTE: Fidelity will not provide sponsorship for this position. The Role This individual will be part of a dynamic team supporting Prime, Custody and Family Office clients as well as the Fidelity Capital …
Skills: Trading, Client Relationship Management, Risk Management, Margin Analysis, Equities
Jersey City, New Jersey, United States · On-site
$126k–$255k/yr
Job Description: Principal Trading Engineer (Java, Algo, SOR) Note: Fidelity will not provide immigration sponsorship for this position We are currently sourcing for a Principal Trading Engineer (Java, Algo, SOR) for Cry…
Skills: Java, Algo Trading, Low Latency Design, WebSocket, FIX Protocol
Merrimack, New Hampshire, United States · On-site
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Principal Systems Analyst, you combine a passion for fixed income with a talent for delivering high‑quality soluti…
Skills: Business Analysis, Systems Analysis, Agile Delivery, Fixed Income, Asset Management
Boston, Massachusetts, United States · On-site
$130k–$264k/yr
Job Description: Vice President, Digital Assets Accounting & Shareholder Reporting Note: Fidelity will not provide immigration sponsorship for this position. The Role The VP, Digital Assets Accounting & Shareholder Repor…
Skills: Digital Asset Accounting, Shareholder Reporting, NAV Production, Financial Reporting, Regulatory Filings
Boston, Massachusetts, United States · On-site
$140k–$285k/yr
Job Description: VP, DATA SCIENCE - GenAI Technology Note: Fidelity will not provide immigration sponsorship for this position The Role This is an individual contributor data science (with a focus on GenAI) role. The App…
Skills: Generative AI, Machine Learning, Data Science, Large Language Models, Python
Merrimack, New Hampshire, United States · On-site
Job Description: NOTE: Fidelity will not provide sponsorship for this position. The Role Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or au…
Skills: Financial Reporting, US GAAP, Alternative Investments, Fund Accounting, Geneva Platform
Jersey City, New Jersey, United States · On-site
$97k–$185k/yr
Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role As a Senior Full Stack Developer in a Quantitative Development team, you will play a key role as a technical leader res…
Skills: Angular, TypeScript, RxJS, Python, Pandas
Westlake, Ohio, United States • Hybrid
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Support customers via inbound calls regarding account balances, withdrawals, and trades while preparing for a face-to-face role in an Investor Center. Complete a rigorous training program to obtain necessary FINRA licenses and develop wealth management skills.
Requires high energy, enthusiasm, and previous customer service experience in a fast-paced environment. No finance background or college degree is required, but successful completion of SIE, Series 7, and Series 66 exams is mandatory.
Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
Advantages of our career development experience…
You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.
You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
High energy and enthusiasm with a natural passion for helping people
Flexibility and self-motivation
Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
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
