Customer/Client Service Opportunities

Be part of our exceptional growth.Our service organizations within our Regional Centers are expanding, and we have multiple opportunities available for you. If you enjoy providing great customer service, consider beginning a career in financial services, in our fast-paced, team-oriented, inbound environment. Whether you want to obtain your Series 7 license now or get some experience and pursue your license later, our entry-level financial service roles are for you.

If you already have your Series 7 license, have always been interested in selling without the cold calling, and want to focus on customer solutions while expanding your investment knowledge, click here to learn more about opportunities for you.

Your career starts here
Develop your talents, pursue your passions, and build a solid foundation for your career.

In all of our positions, you will be the primary point of contact for our customers, with the ultimate objective of positioning Fidelity as the customer's primary provider of lifetime financial solutions. We are committed to training and providing you with all of the necessary resources to succeed while putting whatever level of experience you have into practice so that you and our customers feel valued. Whether you are interested in obtaining your Series 7 license or not, or you have 10+ years of financial services experience, we have a place for you to become a part of our team.

Customer Relationship Advocates

If you're ready to pursue your Series 7 and 63 licenses and begin your career in financial services, we offer a comprehensive onboarding and paid-training program.

Available locations for this position:

Financial Associates

If you have a strong interest in learning about financial services, we offer a unique 5-7 week paid-training program to build an exceptional knowledge base to get your financial service career underway.

What Success Looks Like

At Fidelity, we are focused on our customers and our employees, and in these roles you will focus on our customers, work with other team members, invest in yourself and ultimately make a difference.

Customer Success Customer Success