Financial Services Representative

Fidelity Investments

. Support Fidelity customers over the phone .

Posted 9/21/2026full-timeDanvers • Massachusetts • United StatesMid-LevelSenior💰 $45,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with the ability to effectively support clients over the phone and deliver an outstanding customer experience. Holds required financial services certifications and possesses a high level of enthusiasm and flexibility in a fast-paced environment.

Highest-signal resume keywords

SIE CertificationSeries 7 Top Off CertificationSeries 66 CertificationCustomer Service ExperienceInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

High EnergyEnthusiasmFlexibilitySelf-MotivationAttention to DetailCoachabilityCollaborationCuriosity

Certifications & Qualifications

SIE CertificationSeries 7 Top Off CertificationSeries 66 Certification

Industry Keywords

Financial ServicesCustomer ExperienceWealth ManagementAccount BalancesWithdrawalsTransfersTrades

About the role

Key responsibilities & impact

Support Fidelity customers over the phone
Answer questions about account balances
Process withdrawals and transfers
Identify resources for customers
Place trades
Work from home during onboarding with one day per week in the Investor Center
Spend dedicated weekly time on development, networking, and training
Build skills through the wealth management development track
Transition to working on-site in the Investor Center each day after onboarding
Potentially spend additional time remotely supporting inbound customers based on business needs before transitioning fully on-site

Requirements

What you’ll need

Successful completion of the SIE, Series 7 Top Off, and Series 66 exams is required
Experience in customer service, by phone or in person
Ability to thrive face to face with clients in a fast-paced environment
High energy and enthusiasm with a demonstrated passion for helping people
Flexibility and self-motivation
Eagerness to learn and build a profession in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills and attention to detail
Ability to handle multiple tasks at once
Coachability, collaboration, and curiosity
No finance background or college degree required
Fidelity will not provide immigration sponsorship for this position

Benefits

Comp & perks

Paid training and paid study time 4 days a week
Licensing coaches, structured study plans, and dedicated support
FINRA licensing exams fully sponsored by Fidelity
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement benefits
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance, including student loan repayment
Tuition reimbursement
Learning resources for career development
Bonus or other variable compensation may be included depending on position and eligibility