Financial Services Representative - Irvine, CA

Fidelity will not provide immigration sponsorship for this position.

About the role

Join Fidelity’s team as a Financial Services Representative and support customers while building a foundation for a career in financial planning and advice. This role offers paid training to help you obtain essential licenses, including:

• FINRA Securities Industry Essentials (SIE)
• Series 7 Top Off
• Series 66

Fidelity fully sponsors these licenses, providing paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support. This role requires successful completion of all exams.

You’ll begin with a hybrid schedule (4 days remote, 1 day on-site), supporting customers with increasing complexity to strengthen your skills. Dedicated weekly time is allocated for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with potential for additional remote support based on business needs.

During onboarding, you’ll assist customers over the phone, handling inquiries about account balances, processing withdrawals and transfers, identifying resources, and placing trades. After onboarding, you’ll work on-site in the Investor Center daily.

Responsibilities

• Support Fidelity customers over the phone, answering questions about account balances and processing transactions.
• Place trades and identify resources for customers.
• Transition to on-site work in the Investor Center after completing onboarding.
• Build and solidify skills through remote and on-site customer interactions.
• Participate in weekly development, networking, and training sessions.

Requirements

• 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 in a fast-paced, face-to-face client environment.
• Eagerness to learn and build a career in financial services.
• Strong interpersonal skills, attention to detail, and ability to handle multiple tasks.
• Coachability, collaboration, and curiosity.

No finance background or college degree is required to succeed in this role.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

Pay

The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities, geographic location, candidate’s relevant experience, and other factors. Base salary is part of a total compensation package that may also include bonus or variable compensation, depending on eligibility.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout. Currently, this role begins with a hybrid schedule (4 days remote, 1 day on-site) and transitions to fully on-site after completing the program. Onsite expectations may evolve as the rollout continues.

Certifications

• Series 07 - FINRA
• Series 66 - FINRA