Financial Services Representative - Sunnyvale, CA

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.

Responsibilities

Support Fidelity’s customers; Build a foundation for a career in financial planning and advice; Obtain FINRA licenses (SIE, Series 7 Top Off, Series 66) with paid study time; Support customers over the phone answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades; Work in the Investor Center; Build advanced skills for the wealth management development track

Requirements

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; Successful completion of FINRA licensing exams (SIE, Series 7 Top Off, Series 66); Series 07 - FINRA; Series 66 - FINRA

Benefits

comprehensive health care coverage and emotional well-being support; market-leading retirement; generous paid time off and parental leave; charitable giving employee match program; educational assistance including student loan repayment, tuition reimbursement, and learning resources; paid study time 4 days a week; licensing coaches; structured study plans; dedicated support; career coaching; bonus or other variable compensation