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Remote Fidelity Jobs in California (NOW HIRING)

Cedars Sinai

Senior UX Designer - Remote

Los Angeles, CA · On-site +1

$109K - $174K/yr

... mockups, and/or high-fidelity prototypes. * Delivers work that's not only user-friendly ... Approved Remote States: Arizona, California, Colorado, Florida, Georgia, Minnesota, Nevada, Oregon ...

NextDeavor Inc.

UX/UI Designer 4

San Francisco, CA · Remote

$44.42 - $55.53/hr

This is a Remote role with a preference for PST availability. Here's How You'll Make an Impact on ... Produce high-fidelity mockups, interactive prototypes, and developer-ready specs in Figma with ...

NextDeavor Inc.

Senior Product Designer

San Jose, CA · Remote

$44.89 - $56.11/hr

Senior Product Designer Full-time Remote You'll be joining Adobe on a contract opportunity ... Tell compelling design stories through sketches, storyboards, and high-fidelity mock-ups. * Design ...

LMI

Front-End Developer - Clearance Required

San Diego, CA · On-site +1

$110K - $128K/yr

This position can be remote with preference given to a San Diego, CA candidate. Responsibilities ... high fidelity to the research-validated user experience * Own the component layer, building a ...

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Remote Fidelity information

What are the key skills and qualifications needed to thrive in the remote fidelity position, and why are they important?

To thrive as a Remote Fidelity Specialist, you need a strong background in financial services, attention to detail, and proficiency with remote communication platforms. Familiarity with financial management software, secure file transfer systems, and relevant certifications such as Series 7 or Series 63 are often required. Strong organizational skills, self-motivation, and clear communication abilities are essential for success in virtual team environments. These qualifications ensure accurate financial operations, data security, and effective client interactions in a remote setting.

What are the main challenges of working as a remote fidelity specialist, and how can they be managed?

One of the main challenges in a remote fidelity role is maintaining high data security standards while handling sensitive financial information off-site. Team members must also adapt to working independently and staying connected with clients and colleagues through digital tools rather than in-person meetings. To succeed, it's important to establish a productive workspace, stay updated on cybersecurity protocols, and communicate proactively with your team. Many companies provide frequent online training sessions and virtual support to ensure remote employees have the resources they need to excel. Adapting to these unique challenges fosters both professional growth and strong client trust.

What is a remote fidelity?

A Remote Fidelity job typically refers to a position with Fidelity Investments that allows employees to work remotely, either full-time or in a hybrid capacity. These roles can span various functions such as customer service, financial advising, technology, and analytics. Remote employees leverage digital tools and secure platforms to assist clients, analyze financial data, or develop investment solutions. Fidelity provides remote workers with resources and support to maintain productivity and engagement while working from home.

What are the most commonly searched types of Fidelity jobs in California?

The most popular types of Fidelity jobs in California are:

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

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

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

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

What cities in California are hiring for Remote Fidelity jobs?

Cities in California with the most Remote Fidelity job openings:

Remote Fidelity jobs near you
Infographic showing various Remote Fidelity job openings in California as of August 2026, with employment types broken down into 70% Full Time, and 30% Part Time. Highlights an 100% Remote job distribution.

Client Support Specialist - Greater Sacramento, CA Area (REMOTE)

Fidelity Investments

Sacramento, CA • On-site, Remote

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Re-posted 26 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Sacramento, Folsom, Roseville
Note: Fidelity will not provide immigration sponsorship for this position.
Client Support Specialist
As a Client Support Specialist, you will be an integral part of a fast-paced, tem oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience

The Skills You Bring
  • Broad based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Strong verbal and written communication skills
  • Ability to effectively influence others
  • Robust time management and organizational skills

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
  • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Collaborate with internal business partners to research and resolve complex client requests
  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

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 $44,000-80,000 USD 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 63 - FINRA
Category:
Customer Service

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