Financial Services Representative - San Diego, CA
About The Position
Fidelity is hiring a Financial Services Representative in San Diego, California, to support customers and build a foundation for a career in financial planning and advice. The position includes paid training and a structured development program to prepare the representative for future work in an Investor Center. Employees will study for and must successfully complete the SIE, Series 7 Top Off, and Series 66 licensing exams. Fidelity sponsors the licenses and provides paid study time four days a week, licensing coaches, structured study plans, and dedicated support. During onboarding, the representative supports Fidelity customers by phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades. The onboarding schedule is four remote days and one day on-site each week, with weekly time set aside for development, networking, and training. After onboarding, the role transitions to working on-site in the Investor Center each day. Depending on business needs, the employee may spend additional time remotely supporting inbound customers before that transition. The position is part of Fidelity’s wealth management development track and offers career coaching and development toward advanced planning skills and future career opportunities. Fidelity does not provide immigration sponsorship for this position. The base salary range is $45,000–$75,000 per year; placement depends on responsibilities, scope, location, relevant experience, and other factors. Eligible employees may also receive a bonus or other variable compensation. The application window closes when the position is filled or unposted.
Requirements
- High energy and enthusiasm, with a demonstrated passion for helping people.
- Flexibility and self-motivation.
- Customer service experience by phone or in person.
- 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.
- Strong interpersonal skills and attention to detail.
- Ability to handle multiple tasks at once.
- Coachability, collaboration, and curiosity.
- Successful completion of the SIE, Series 7 Top Off, and Series 66 exams is required.
Responsibilities
- Support Fidelity customers by phone, answering questions about account balances.
- Process customer withdrawals and transfers.
- Identify resources for customers and place trades.
- Study for and successfully complete the SIE, Series 7 Top Off, and Series 66 licensing exams.
- Participate in development, networking, and training activities.
- Build skills serving customers with increasing complexity and develop advanced financial planning skills.
Benefits
- 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 for career development
- Paid study time
- Licensing coaches and dedicated licensing support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
