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Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized p…
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$60k–$75k/yr
Full-time
bachelor degree
Health care coverage, Emotional well-being support, Retirement plan, Paid time off, Parental leave, Charitable giving employee match program
Posted 11d ago
~40 hrs/week
Responsibilities
You will engage face-to-face with clients to provide personalized financial planning and mentorship while managing an existing client base. Additionally, you will be responsible for recommending investment solutions and expanding the firm's brand reach.
Requirements
Candidates must hold FINRA Series 7 and 66 licenses or have the ability to acquire the Series 66 upon hire. A degree or equivalent experience is preferred, along with a proven track record in relationship building and uncovering client needs.
Full job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
Proven success in building relationships, uncovering needs, and recommending solutions
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Coachable, collaborative, and curious are key attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, takes initiative and exceeds customer expectations
Extensive knowledge of investment solutions
The Team
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.
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!
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 $60,000 - $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.
Here to help you grow your savings and invest in the life you want.
Industry
Financial Services
Company size
10,001+ employees
Founded
1946
Headquarters
Boston, MA
LinkedIn followers
1,426,270
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
How many Customer Service & Support jobs are open in Washington, DC right now?
There are currently 2,681 open customer service & support positions in Washington, DC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Washington, DC?
Companies currently hiring include CVS Health, Starbucks, Domino's, Marriott International Hotels, Inc., Aramark Healthcare+, among others. Browse the listings above to see every active employer.
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