Financial Services Representative
Fidelity Investments
Seattle, WAFresher32m agovia LinkedIn
Posted 13 Nov 2026, 22:50 ET
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- NetworkingCustomer serviceOnboarding
- Work
- On-site in Seattle
- Pay
- $45K–$75K a year
- Skill demand
- Onboarding7%Networking4%Customer service4%of 94 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
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About the Role
As a Financial Services Representative at Fidelity Investments, you will support customers and build a foundation for a career in financial planning and advice. You will be prepared for a future as the face of Fidelity's Investor Centers.
Key Responsibilities
- Obtain Licenses: Become FINRA licensed by earning your SIE, Series 7 Top Off, and Series 66 licenses, fully sponsored by Fidelity.
- Receive paid study time, licensing coaches, structured study plans, and dedicated support.
- Successful completion of all exams is required.
- Build and Solidify Skills:
- Support customers with increasing complexity, working 4 days remotely and 1 day on-site.
- Dedicated weekly time for development, networking, and training.
- After completing the program, transition to a fully on-site Investor Center role, with potential for additional remote customer support.
- Discover Success:
- Gain confidence and develop proficiency serving customers.
- Join the wealth management development track and build advanced skills.
- During onboarding, support Fidelity customers over the phone by:
- Answering questions about account balances.
- Processing withdrawals and transfers.
- Identifying resources.
- Placing trades.
- After onboarding, transition to working on-site in the Investor Center each day.
Requirements & Tech Stack
- FINRA licensing exams: SIE, Series 7 Top Off, Series 66.
- Proficiency in supporting customers over the phone, including:
- Account balance inquiries.
- Withdrawal and transfer processing.
- Resource identification.
- Trade placement.
Qualifications
- High energy and enthusiasm with a demonstrated passion for helping people.
- Flexibility and self-motivation.
- Experience in customer service (phone or in-person).
- Ability to thrive face-to-face with clients in a fast-paced environment.
- Eagerness to learn and build a profession in financial services.
- Ability to deliver an outstanding customer experience.
- Superb interpersonal skills.
- Attention to detail.
- Ability to handle multiple tasks at once.
- Coachability, collaboration, and curiosity.
- No finance background or college degree required.
Base salary range: $45,000 - $75,000 per year.