Financial Representative - Troy, MI

Join to apply for the Financial Representative - Troy, MI role at Fidelity Investments

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.

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.

• Customer service, phone, or financial services experience
• Banking, insurance, or financial experience (bonus)
• Support to learn FINRA licensing material and obtain Series 7 and 63 licenses
• Degree and/or other professional certifications; if you don’t already have a CFP or a degree, our tuition reimbursement program can help you obtain one

• Superb interpersonal skills and passion to engage with clients
• Aptitude to assess client needs and identify opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Coachable, collaborative, and curious attributes

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 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.

• A key member of the team, offering support to Fidelity’s most valuable clients daily
• Identifying leads and making effective introductions, directly impacting branch success
• Being valued by clients and finding the experience rewarding
• Acting as a technology champion for the branch, adopting and sharing technology with the team

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA

Customer Service

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M–F). This does not apply to Remote or fully Onsite roles.

Entry level

Full‑time

Sales and Business Development

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.

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