Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative - Towson, MD
Towson, MD · On-site
$45K - $75K/yr
Financial Representative We believe that as a Financial Representative, you make a key impact on ... Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ...
Financial Representative - Towson, MD
Towson, MD · On-site
$45K - $75K/yr
Financial Representative We believe that as a Financial Representative, you make a key impact on ... Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative - Towson, MD
Towson, MD · On-site
$45K - $75K/yr
Financial Representative We believe that as a Financial Representative, you make a key impact on ... Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ...
Financial Representative - Towson, MD
Towson, MD · On-site
$45K - $75K/yr
Financial Representative We believe that as a Financial Representative, you make a key impact on ... Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative 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 ...
Financial Representative We believe that as a Financial Representative, you make a key impact on ... Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ...
Financial Representative We believe that as a Financial Representative, you make a key impact on ... Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ...
Financial Representative - Orland Park, IL
Orland Park, IL · On-site
$45K - $75K/yr
Financial Representative We believe that as a Financial Representative, you make a key impact on ... Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ...
Financial Representative - Orland Park, IL
Orland Park, IL · On-site
$45K - $75K/yr
Financial Representative We believe that as a Financial Representative, you make a key impact on ... Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity ...
Financial Representative 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 ...
New
Financial Representative 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 ...
New
Fidelity Financial Representative information
See salary details
$12.26 - $15.14
6% of jobs
$17.88 is the 25th percentile. Wages below this are outliers.
$15.14 - $18.03
20% of jobs
$18.03 - $20.91
20% of jobs
The median wage is $21.63 / hr.
$20.91 - $23.80
17% of jobs
$26.46 is the 75th percentile. Wages above this are outliers.
$23.80 - $26.68
14% of jobs
$26.68 - $29.57
5% of jobs
$29.57 - $32.45
3% of jobs
$32.45 - $35.34
1% of jobs
$35.34 - $38.22
6% of jobs
$38.22 - $41.11
7% of jobs
$41.11 - $43.99
1% of jobs
$12
$25
$43
How much do fidelity financial representative jobs pay per hour?
As of Jun 10, 2026, the average hourly pay for fidelity financial representative in the United States is $25.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.85 per hour, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a Fidelity Financial Representative, and why are they important?
To thrive as a Fidelity Financial Representative, you need a solid understanding of financial products, investment strategies, and regulatory compliance, typically supported by a bachelor’s degree and FINRA Series 7 and 63/66 licenses. Familiarity with customer relationship management (CRM) platforms, financial planning software, and Fidelity’s proprietary systems is essential. Excellent communication, problem-solving abilities, and a client-focused mindset are vital soft skills that set top performers apart. These skills and qualifications are crucial for delivering effective financial advice, building trust with clients, and ensuring adherence to industry regulations.
What is the difference between Fidelity Financial Representative vs Fidelity Financial Advisor?
| Aspect | Fidelity Financial Representative | Fidelity Financial Advisor |
|---|---|---|
| Certifications | Series 6/7, possibly Life/Health licenses | Series 7, 66, CFP or similar certifications |
| Work Environment | Bank branches, retail locations, call centers | Private offices, client meetings, financial planning firms |
| Employer & Industry Usage | Fidelity Investments, retail financial services | Fidelity Investments, wealth management, financial planning |
Fidelity Financial Representatives primarily focus on selling investment products and providing basic financial guidance within retail environments. In contrast, Fidelity Financial Advisors offer comprehensive financial planning and personalized advice, often requiring advanced certifications. Both roles serve clients but differ in scope, credentials, and client engagement level.
How does a Fidelity Financial Representative typically collaborate with other team members to serve clients effectively?
As a Fidelity Financial Representative, collaboration is a key part of the role. You’ll work closely with other representatives, financial consultants, and specialists in areas such as retirement planning, investment strategies, and insurance products. Daily interactions may include joint client meetings, strategy sessions, and sharing insights to ensure clients receive well-rounded advice. This team-based approach not only enhances the client experience but also provides opportunities for learning and professional growth within the company.
What is a Fidelity Financial Representative?
A Fidelity Financial Representative is a professional who works for Fidelity Investments, assisting clients with their investment, retirement, and financial planning needs. They provide guidance on Fidelity’s products and services, help clients open and manage accounts, and answer questions about investment strategies. These representatives are knowledgeable about the financial markets and are trained to help clients work toward their financial goals. They may also assist with transactions, troubleshoot account issues, and ensure clients have the information they need to make informed decisions.
More about Fidelity Financial Representative jobs
What cities are hiring for Fidelity Financial Representative jobs? Cities with the most Fidelity Financial Representative job openings:
What states have the most Fidelity Financial Representative jobs? States with the most job openings for Fidelity Financial Representative jobs include:
What job categories do people searching Fidelity Financial Representative jobs look for? The top searched job categories for Fidelity Financial Representative jobs are:
Full-time
Posted 3 days ago
Fidelity Investments rating
8.7
Based on 264 frontline employees who took The Breakroom Quiz
14th of 138 rated financial services
Job description
Job Description:Certifications:Series 07 - FINRACategory:Customer Service
Financial Representative
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.
The ExpertiseWe'reLooking For
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if youdon'talready have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
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 byidentifyingopportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs andidentifyopportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
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 ourbenefit programsare designed to helpyouandyour family strike the right balance.We offer training in-branch, regionally, nationally, andvirtually tohelp you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
A key member of the team, you are offering support to Fidelity's most valuable clients daily
Byidentifyingleads and making effective introductions, you are directlyimpactingthe success of the branch
Your efforts will be valued byclientsand you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
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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