Financial Services Representative - Naples, FL

Financial Services Representative

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll have dedicated time to focus on growth and career development while supporting customers on inbound calls and preparing to be the face of Fidelity in our Investor Centers. You will receive paid training to help you obtain your Series 7 & 66 licenses, personalized support, career guidance, and celebration of achievements, while building skills and experiences.

During onboarding, you will support customers over the phone—answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades—working from home with one day per week in an Investor Center. Upon completion of onboarding, you will work full‑time in an Investor Center.

• Obtain Licenses:
  Become a FINRA Registered Representative by studying for and obtaining the SIE, Series 7 Top Off and Series 66 licenses, fully paid 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. Successful completion of all exams is required.
• Build and Solidify
  
  Skills:
  
  Continue to work 4 days a week from home and one day a week in an Investor Center, supporting customers with increasing complexity to develop and hone your skills. Dedicated time each week is provided to develop new skills and network with colleagues through online classes and more. Once training is completed, transition to full‑time onsite work in an Investor Center;
  
  depending on business need, additional remote work may occur.
• Discover Success:
  Gain confidence and proficiency serving customers as you join the wealth‑management development track, building advanced skills that further your career in planning.

• You are supported:
  All the training you need to develop the skills required to service customers and study for your FINRA licensing exams is provided. A finance background or college degree is not required.
• You are celebrated:
  Achievements are recognized and celebrated as you progress toward your first promotion.
• You are growing:
  From day one you have the support and structure to plan for your future eer coaching helps you understand the array of career opportunities and chart a personalized path.
• You get variety:
  Dedicated time focuses on development and tasks beyond customer support, building skills needed for daily Investor Center work.

• High energy and enthusiasm with a natural passion for helping people.
• Flexibility and self‑motivation.
• Experience in customer service (phone or in‑person) and ability to thrive face‑to‑face with clients in a fast‑paced environment.

• 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 to fuel success.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Featured benefits include 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.

• Series 7 – FINRA
• Series 66 – FINRA

Most roles at Fidelity are hybrid, requiring associates to work onsite every other week (all business days, Monday–Friday) in a Fidelity office. This does not apply to Remote or fully onsite roles.

Category:
Customer Service

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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.