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At Fidelity Jobs in Virginia (NOW HIRING)

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At Fidelity information

What are the entry-level jobs at Fidelity?

Entry-level jobs at Fidelity include roles such as Customer Service Associate, Operations Associate, and Financial Representative. These positions typically require strong communication skills, basic financial knowledge, and may involve on-the-job training or certifications like FINRA licenses for financial advising roles.

What is the difference between At Fidelity vs Financial Advisor?

AspectAt FidelityFinancial Advisor
CredentialsSeries 7, 63, 65/66 licenses, CFP often preferredSeries 7, 63, 65/66 licenses, CFP highly valued
Work EnvironmentCorporate office, client meetings, remote optionsClient-facing, office and in-field meetings
Employer & Industry UsageMajor financial services firm, investment managementFinancial services, wealth management firms
Search & Comparison IntentAt Fidelity vs Financial Advisor

At Fidelity typically refers to roles within the company, such as client service or support positions, while a Financial Advisor is a client-facing role focused on wealth management and investment planning. Both roles require similar licenses and certifications, but Financial Advisors have direct client interaction and personalized financial planning responsibilities. Understanding these differences helps job seekers identify the right career path within the financial industry.

What opportunities for career growth and development are available at Fidelity?

Fidelity is known for encouraging internal mobility and supporting employees in their professional growth. Team members have access to a wide range of training programs, mentorship initiatives, and tuition reimbursement to help them develop new skills or pursue advanced degrees. Employees can explore different career paths across departments such as technology, customer service, and finance, and are frequently considered for promotions or lateral moves based on performance and interests. Regular feedback and career planning discussions with managers also help guide employees toward their long-term career goals.

What are the key skills and qualifications needed to thrive at Fidelity?

To thrive at Fidelity, strong analytical abilities, financial acumen, and relevant educational qualifications (such as a degree in finance, business, or a related field) are essential. Familiarity with investment platforms, financial planning tools, and industry certifications like Series 7 or CFA are commonly required depending on the role. Excellent communication, problem-solving, and client relationship management skills set top performers apart. These skills and qualifications are crucial for delivering high-quality financial services, building client trust, and navigating a competitive, regulated industry.

What does it mean to work at Fidelity?

Working at Fidelity typically means being employed by Fidelity Investments, a leading financial services company specializing in investment management, retirement planning, brokerage, and other financial products and services. Employees at Fidelity can work in a variety of roles, including financial advisory, customer service, technology, and operations. The company is known for its commitment to professional development, diversity, and a collaborative work environment. Fidelity offers competitive benefits and opportunities for career growth, making it a popular choice for individuals interested in the finance industry.
What are popular job titles related to At Fidelity jobs in Virginia? For At Fidelity jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching At Fidelity jobs in Virginia look for? The top searched job categories for At Fidelity jobs in Virginia are:
What cities in Virginia are hiring for At Fidelity jobs? Cities in Virginia with the most At Fidelity job openings:
At Fidelity jobs near you
Infographic showing various At Fidelity job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Representative - Midlothian, VA

Fidelity Investments

Midlothian, VA

$45K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 10 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:Financial RepresentativeThe Role

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 with Fidelity. 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 finding opportunities to deepen relationships.

The Expertise and Skills You Bring
  • Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
  • Experience in banking, insurance, or financial services is a plus
  • Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
  • Superb interpersonal skills and passion to engage with clients
  • The ability to assess client needs and find opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Embraces feedback, fosters collaboration, and approaches challenges with curiosity
The Team

As a key member of the team, you will provide daily support to Fidelity's most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

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. And our benefit programs are designed to 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. You will not fail due to a lack of training or onboarding.

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $45,000 - $75,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.


We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

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.

Certifications:Series 07 - FINRA, Series 66 - FINRACategory:Customer Service

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