Financial Representative - Irvine, CA

Fidelity Investments • Irvine, CA

3d • $45,000 - $75,000

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere that inspires client engagement and builds lasting relationships. The role provides daily support to Fidelity clients, serves as a subject matter specialist in compliance and front-lobby transactions, and contributes to branch success by identifying opportunities to deepen client relationships and make effective introductions. The representative is also a technology champion, adopting new tools and sharing knowledge to strengthen the team’s capabilities and performance.

Fidelity provides training and support for required Series 7 and Series 66 licenses, along with in-branch, regional, national, and virtual training and onboarding. The position is based in Irvine, California. Fidelity is transitioning toward a full-time onsite working model through a phased rollout; the specific onsite expectation for this role may vary and may evolve. The base salary range is $45,000–$75,000 per year, with possible bonus or other variable compensation depending on position and eligibility. The application window closes when the position is filled or unposted. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Obtain the required Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare.
• Demonstrate superb interpersonal skills and a passion for engaging with clients.
• Assess client needs and identify opportunities.
• Show remarkable attention to detail and ability to prioritize.
• Use organizational skills to manage multiple tasks.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience in banking, insurance, or financial services is a plus.
• A degree, equivalent experience, or other professional certifications are beneficial.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional experience that strengthens client relationships.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to the success and growth of the branch.
• Serve as a technology champion by adopting new tools and sharing knowledge with the team.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.
• Possible bonus or other variable compensation, depending on position and eligibility.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed