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$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.

How hard is it to get hired at Fidelity?

Getting hired as a Fidelity Financial Representative typically requires relevant customer service or financial experience, a strong understanding of financial products, and passing assessments or interviews. The hiring process can be competitive, often involving multiple interview rounds and background checks, but candidates with relevant skills and certifications like FINRA licenses tend to have better chances.

How much is starting pay at Fidelity?

The starting pay for a Fidelity Financial Representative typically ranges from $20 to $25 per hour, depending on experience and location. Entry-level positions may also include benefits such as health insurance and retirement plans, with opportunities for commission and bonuses based on performance.

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?

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 does a financial representative do at Fidelity?

A Fidelity Financial Representative assists clients with investment and financial planning needs by providing product information, recommending suitable solutions, and helping clients achieve their financial goals. They often work in a branch or office setting, requiring strong communication skills and knowledge of financial products. Certification or licensing, such as Series 7 and Series 63, may be required depending on the services offered.

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.

How do Fidelity reps get paid?

Fidelity Financial Representatives typically earn a combination of base salary and commissions or bonuses based on sales performance and client accounts. Compensation may also include incentives for meeting specific goals and may vary depending on experience, location, and the specific role 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.
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Fidelity Financial Representative jobs near you

Financial Representative -Plainview, NY

Fidelity Investments

Plainview, NY • On-site

$45K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 6 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:
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 Expertise We're Looking 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 you don't already 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 by identifying opportunities to deepen relationships.
The Skills You Bring
  • Superb interpersonal skills and passion to engage with clients
  • An aptitude to assess client needs and identify opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Being coachable, collaborative, and curious are your "go to" attributes

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 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!
The Value You Deliver
  • A key member of the team, you are offering support to Fidelity's most valuable clients daily
  • By identifying leads and making effective introductions, you are directly impacting the success of the branch
  • Your efforts will be valued by clients and 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

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
Category:
Customer Service

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