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Fidelity Financial Representative Jobs in California

American Fidelity

Account Manager

Sacramento, CA · On-site

$87K - $119K/yr

Consult with current customers to provide value and meet financial needs * Build strong ... Fidelity conducts business within 49 states, employing salaried, career Account Representatives ...

Catalyst Career Group

Be Seen First

Educational Sales Representative

Walnut Creek, CA · On-site

$85K - $120K/yr

American Fidelity Assurance is hiring a Sales Representative We are seeking a Sales Representative to market insurance, annuity/financial products and section 125 administration to the educational ...

10,000 Degrees

Financial Aid Advisor

San Rafael, CA · On-site

$31 - $35/hr

Data Fidelity & Impact: Maintain highly accurate student interaction records and streamline ... Support and represent 10,000 Degrees at fundraising and appreciation events as needed. * Execute ...

VCA Animal Hospitals

Associate Veterinarian

Fremont, CA · On-site

$66K - $180K/yr

Why join the team * Team - One full-time doctor, four Technicians, and one CSR * Facilities ... Fidelity financial wellness tool, and access to additional mental health resources) * 401k ...

VCA Animal Hospitals

Associate Veterinarian

Fremont, CA · On-site

$66K - $180K/yr

Why join the team * Team - One full-time doctor, four Technicians, and one CSR * Facilities ... Fidelity financial wellness tool, and access to additional mental health resources) * 401k ...

Americanfidelity

Account Manager

Sacramento, CA

$87K - $119K/yr

Consult with current customers to provide value and meet financial needs * Build strong ... Fidelity conducts business within 49 states, employing salaried, career Account Representatives ...

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All JobsFidelity Financial Representative JobsFidelity Financial Representative Jobs in California

Fidelity Financial Representative information

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$12

$24

$43

How much do fidelity financial representative jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for fidelity financial representative in California is $24.90, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $28.46 per hour, depending on experience, location, and employer.

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.

What are the key skills and qualifications needed to thrive as a Fidelity Financial Representative?

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.

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 the difference between Fidelity Financial Representative vs Fidelity Financial Advisor?

AspectFidelity Financial RepresentativeFidelity Financial Advisor
CertificationsSeries 6/7, possibly Life/Health licensesSeries 7, 66, CFP or similar certifications
Work EnvironmentBank branches, retail locations, call centersPrivate offices, client meetings, financial planning firms
Employer & Industry UsageFidelity Investments, retail financial servicesFidelity 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.

What are popular job titles related to Fidelity Financial Representative jobs in California?

For Fidelity Financial Representative jobs in California, the most frequently searched job titles are:

What job categories do people searching Fidelity Financial Representative jobs in California look for?

The top searched job categories for Fidelity Financial Representative jobs in California are:

Fidelity Financial Representative jobs near you
Infographic showing various Fidelity Financial Representative job openings in California as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $51,796 per year, or $24.9 per hour.

Financial Services Representative - Irvine, CA

Irvine, CA • On-site

Fidelity Investments
10K+ employees

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

17th of 151 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Fidelity Investmentsexternal

$45K - $75K/yr

Full-time

Medical, Retirement, PTO

Re-posted 12 days ago

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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