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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.
More about At Fidelity jobs
What cities are hiring for At Fidelity jobs? Cities with the most At Fidelity job openings:
What states have the most At Fidelity jobs? States with the most job openings for At Fidelity jobs include:
What job categories do people searching At Fidelity jobs look for? The top searched job categories for At Fidelity jobs are:
At Fidelity jobs near you
Infographic showing various At Fidelity job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Financial Services Representative - Annapolis, MD

Fidelity Investments

Annapolis, MD • On-site

$45K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 28 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


Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
  • Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses-fully sponsored by Fidelity. You'll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
  • Build and Solidify Skills: You'll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You'll also have dedicated weekly time for development, networking, and training. After completing the program, you'll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
  • Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you'll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you'll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
  • High energy and enthusiasm with a demonstrated passion for helping people
  • Flexibility and self-motivation
  • Experience in customer service (phone or in-person) and an 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, and ability to handle multiple tasks at once
  • Coachability, collaboration, and curiosity fuels success in the role

The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don't need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
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 - FINRA
Category:
Customer Service

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