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Fidelity Program Jobs in Virginia (NOW HIRING)

SimIS Inc.

Program Manager (C)

Dahlgren, VA · On-site

They are seeking a Program Manager to lead a large contract team in supporting the Naval Surface Warfare Center, focusing on high fidelity simulation systems and performance verification for combat ...

Herdt Consulting Inc

Program Manager (1029)

Alexandria, VA · On-site

$140K - $190K/yr

Financial Security: 401K program with Fidelity (including company match) and Flexible Spending Account (FSA). * Insurance: Short-term and Long-term Disability provided at no cost, plus voluntary Life ...

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Fidelity Program information

What is a fidelity program?

A Fidelity Program, often referred to as a loyalty program, is a structured rewards system offered by companies to encourage repeat business from customers. Participants in a Fidelity Program typically earn points, discounts, or other incentives for making purchases or engaging with the brand. These programs are designed to enhance customer retention and increase brand loyalty by providing ongoing benefits. Fidelity Programs can be found in various industries, including retail, hospitality, and banking, and may include tiered rewards, special offers, or exclusive member events. Enrolling in a Fidelity Program is usually free and can provide significant value to frequent customers.

What are the key skills and qualifications needed to thrive as a fidelity program manager, and why are they important?

To thrive as a Fidelity Program Manager, you need expertise in project management, data analysis, and customer relationship management, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms, data analytics tools, and certifications such as PMP or Six Sigma are commonly required. Strong communication, problem-solving, and leadership skills help in driving program success and engaging stakeholders. These skills ensure effective program execution, customer satisfaction, and alignment with organizational goals.

What are some typical challenges faced by professionals working in a fidelity program management role, and how are they addressed?

Professionals in Fidelity Program management roles often encounter challenges such as ensuring consistent customer engagement, accurately tracking rewards data, and integrating new technologies with existing systems. These challenges are addressed by collaborating closely with IT teams, implementing robust data analytics tools, and maintaining transparent communication with customer service and marketing departments. Staying proactive about industry trends and regularly assessing program effectiveness also helps teams adapt and deliver value to both the organization and its customers.

What is the difference between Fidelity Program vs Customer Service Representative?

AspectFidelity ProgramCustomer Service Representative
Required CredentialsBasic knowledge of financial products, certifications varyHigh school diploma or equivalent, customer service skills
Work EnvironmentFinancial institutions, client engagement, program managementCall centers, retail locations, client interaction
Employer & Industry UsageFinancial services, investment firmsBanking, retail, telecommunications

The Fidelity Program typically involves managing client loyalty initiatives and financial product engagement, requiring some financial knowledge. Customer Service Representatives focus on assisting clients with inquiries and support across various industries. While both roles involve client interaction, the Fidelity Program is more specialized in financial program management, whereas Customer Service Representatives handle broader customer support tasks.

What are the entry-level jobs at Fidelity Program?

Entry-level jobs at Fidelity Program typically include roles such as customer service associate, administrative assistant, or operations associate. These positions often require basic skills in communication, computer proficiency, and a high school diploma or equivalent, with on-the-job training provided. They offer opportunities to gain industry experience and develop professional skills within the financial services environment.

What are popular job titles related to Fidelity Program jobs in Virginia?

For Fidelity Program jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Fidelity Program jobs in Virginia look for?

The top searched job categories for Fidelity Program jobs in Virginia are:

What cities in Virginia are hiring for Fidelity Program jobs?

Cities in Virginia with the most Fidelity Program job openings:

Fidelity Program jobs near you
Infographic showing various Fidelity Program job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Financial Representative - Midlothian, VA

Fidelity Investments

Midlothian, VA • On-site

$45K - $75K/yr

Full-time

Medical, Retirement, PTO

Posted 22 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description

Job Description:Note: Fidelity will not provide immigration sponsorship for this position.The Role

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. 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 finding opportunities to deepen relationships.

The Expertise and Skills You Bring
  • Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
  • Experience in banking, insurance, or financial services is a plus
  • Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
  • A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
  • Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
  • Superb interpersonal skills and passion to engage with clients
  • The ability to assess client needs and find opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Embraces feedback, fosters collaboration, and approaches challenges with curiosity
The Team

As a key member of the team, you will provide daily support to Fidelity's most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

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.

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 - FINRACategory:Customer Service

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