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Fidelity Financial Representative Jobs in Michigan

University of Michigan Credit Union

Collector

Ann Arbor, MI · On-site

$16.75 - $22.25/hr

Our Fidelity 401k program with employer match is one of the most generous you'll find. * From our ... This may include financial counseling, evaluating credit reports, and * Maintains high level of ...

All JobsFidelity Financial Representative JobsFidelity Financial Representative Jobs in Michigan

Fidelity Financial Representative information

See Michigan salary details

$10

$21

$38

How much do fidelity financial representative jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for fidelity financial representative in Michigan is $21.99, according to ZipRecruiter salary data. Most workers in this role earn between $15.72 and $25.14 per hour, depending on experience, location, and employer.

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.

Does Fidelity allow remote work?

Fidelity Financial Representatives can work remotely, depending on the role and team needs. The company offers flexible work arrangements for certain positions, often requiring proficiency with digital tools and remote communication platforms.

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.

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 does a Fidelity Financial Representative do?

A Fidelity Financial Representative provides clients with financial advice, investment options, and retirement planning services. They assess clients' financial needs, recommend suitable products, and may hold licenses such as Series 7 or Series 63 to sell securities. The role often involves building client relationships and maintaining knowledge of financial markets and regulations.

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 popular job titles related to Fidelity Financial Representative jobs in Michigan? For Fidelity Financial Representative jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Fidelity Financial Representative jobs in Michigan look for? The top searched job categories for Fidelity Financial Representative jobs in Michigan are:
What cities in Michigan are hiring for Fidelity Financial Representative jobs? Cities in Michigan with the most Fidelity Financial Representative job openings:
Fidelity Financial Representative jobs near you
Infographic showing various Fidelity Financial Representative job openings in Michigan as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $45,744 per year, or $22 per hour.

Outside Sales Representative

American Fidelity

Saginaw, MI • On-site

$87K - $119K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 23 days ago

Job description

Our salaried account managers are responsible for selling benefits, retirement, and other supplemental insurance products and services in a defined sales territory serving an existing customer base of K-12 public schools. You will build strong, long-term relationships and develop specific, needs based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.
We Offer
  • Base salary + uncapped commission + additional bonus potential
  • Company car, company credit card and paid travel expenses.
  • International sales award trips
  • Average first-year income is between $87,000 to $119,000.
  • 100% match when contributing 6% to your 401(k), with more matching opportunities after five years
  • You will have a defined territory
  • Multiple sales career path options
  • Consistent, standardized training designed for new Account Managers
  • Comprehensive benefits package includes medical, dental, vision and supplemental insurance plans.

Primary Responsibilities
Focus on growing and maintaining existing business-to-business accounts by directly selling insurance products and services to public school districts. Consult with current customers to provide value and meet financial needs. Build strong relationships with customers and association executives. Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.
Defined Territory - Each Account Representative is assigned a territory to manage and develop new accounts. Overnight Travel is Required. Must reside in the specific territory.
Extended Training Program-Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.
Company Overview
Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.
For more information on our company, visit americanfidelity.com.
A Great Place to Work for All
American Fidelity is a certified Great Place to Work for All by the consulting company Great Place to Work. Being a salesperson is a challenging career, but it's a lot easier when you enjoy coming to work and believe in what you're selling. That's why at American Fidelity we offer products designed to help people. We train our Sales Colleagues to serve as consultants who help people decide which products are best for them - and which aren't. Being honest and transparent is a huge part of our culture - and that extends to our relationships with customers and policyholders. Being a Great Place to Work for All is another driver of our culture, and we are committed to creating an inclusive environment where everyone's voice is valued and respected.
If you'd like information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy.
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