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Fidelity Jobs Information

Do workers at Fidelity Investments get paid breaks?

Yes. Most people get paid breaks.
86% of people say they get paid breaks.
Based on data from 96 people who took the Breakroom Quiz between July 2025 and July 2026.

Does Fidelity Investments pay people when they’re sick?

Yes. Most people get paid when they’re sick.
89% of people say they would get paid if they were sick but scheduled to work.
Based on data from 125 people who took the Breakroom Quiz between July 2025 and July 2026.

At Fidelity Investments, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
89% of people say they have to use vacation days when they’re out sick.
Based on data from 121 people who took the Breakroom Quiz between July 2025 and July 2026.

Is the health insurance from Fidelity Investments affordable enough for their workers?

Most people say the health insurance costs are okay.
91% of people say the health insurance costs are okay
Based on data from 124 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get paid time off at Fidelity Investments?

Most people get paid time off work.
98% of people say they get paid time off.
Based on data from 131 people who took the Breakroom Quiz between July 2025 and July 2026.

How far ahead of time do people find out their work schedule?

Only some people find out their schedule four weeks ahead of time.
  • 15% of people with changing schedules find out their shifts one week or less ahead of time.
  • 15% of people with changing schedules find out their shifts two weeks ahead of time.
  • 12% of people with changing schedules find out their shifts three weeks ahead of time.
  • 59% of people with changing schedules find out their shifts four weeks or more ahead of time.

Based on data from 34 people who took the Breakroom Quiz between April 2025 and March 2026.

Do workers at Fidelity Investments worry about hours?

Most people don’t worry about getting enough hours.
99% of people report they don’t worry about getting enough hours.
Based on data from 86 people who took the Breakroom Quiz between March 2025 and March 2026.

Do Fidelity Investments workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
43% report that they don’t have enough control over which shifts they work.
Based on data from 82 people who took the Breakroom Quiz between March 2025 and March 2026.

How easy is it for Fidelity Investments workers to change shifts?

Some people find it hard to change shifts.
44% of people report that it’s hard to change shifts if they need to.
Based on data from 48 people who took the Breakroom Quiz between March 2025 and March 2026.

How easy is it to get time off at Fidelity Investments?

Most people find it easy to get time off.
85% of people report it’s easy to get time off.
Based on data from 118 people who took the Breakroom Quiz between July 2025 and July 2026.

Do Fidelity Investments managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
98% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 97 people who took the Breakroom Quiz between March 2025 and March 2026.

Do jobs at Fidelity Investments spill into time workers aren’t paid for?

Rarely. The job doesn't usually spill into unpaid time.
10% of people report that their job takes up time that they don’t get paid for.
Based on data from 93 people who took the Breakroom Quiz between March 2025 and March 2026.

How easy is it to take sick days at Fidelity Investments?

Most people find it easy to take sick days.
92% of people report that it’s easy to take time off if they are sick.
Based on data from 124 people who took the Breakroom Quiz between July 2025 and July 2026.

Is a Fidelity Investments job good for students?

Most students say this is a good place to work if you’re studying.
94% of students report this is a good place to work if you’re studying.
Based on data from 18 people who took the Breakroom Quiz between January 2025 and February 2026.

Is working at Fidelity Investments good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
97% of people who care for a child or other relative report this is a good place to work.
Based on data from 39 people who took the Breakroom Quiz between August 2025 and July 2026.

Do people at Fidelity Investments feel treated with respect by their managers?

Most people feel treated with respect by their managers.
91% of people say they’re treated with respect by their managers.
Based on data from 123 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Fidelity Investments get to take their breaks without interruption?

Most people get breaks without interruption.
99% of people report that they get to take their breaks without interruption.
Based on data from 126 people who took the Breakroom Quiz between July 2025 and July 2026.

Is it stressful to work at Fidelity Investments?

Most people feel stressed out here.
68% of people say they often feel stressed out at work.
Based on data from 123 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Fidelity Investments enjoy their jobs?

Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 110 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people at Fidelity Investments recommend working with their team?

Only some people recommend working with their team.
37% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 132 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get enough training when they start at Fidelity Investments?

Most people got enough training when they started.
85% of people report they got enough training when they started working here.
Based on data from 127 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people get support to advance at Fidelity Investments?

Most people are given support to advance their career here.
In the last year, 82% of people report being given support to advance their career here.
Based on data from 117 people who took the Breakroom Quiz between July 2025 and July 2026.

Do people think Fidelity Investments’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
58% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 104 people who took the Breakroom Quiz between July 2025 and July 2026.

Do workers feel well informed about how Fidelity Investments is doing?

Most people feel well informed about how the company is doing.
84% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 118 people who took the Breakroom Quiz between July 2025 and July 2026.
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Financial Services Representative - Columbus, OH

Fidelity Investments

Columbus, OH • On-site

Full-time

Posted 14 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 270 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

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.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
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.

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