If you hold a Series 7 license,
it's time to plan a better future...for our clients and your career.

Fidelity Investments is a known industry leader in providing the best customer service experience. Our wealth management and customer service associates are able to feel good about the services they provide because our focus is doing what’s necessary to put the clients’ best interests first. Our representatives, financial consultants, and client specialists have a full-range of products and services at their fingertips and are able to provide comprehensive guidance with integrity.

Find the Ideal Licensed Role for You

If you are a licensed professional, it’s time to consider Fidelity. We have licensed opportunities available across the organization. When you are finally able to focus on comprehensive wealth management planning for your customers, you will experience the difference that comes with delivering the best customer service in the financial services industry.

Our company is founded on integrity, honesty and respect. We're dedicated to developing long-term relationships and delivering exceptional customer service. Now we're looking for talented people like you to help shape our promising future.

In all of our positions below, you will be the primary point of contact for our customers, with the ultimate objective of positioning Fidelity as the customer's provider of lifetime financial solutions. Whether you need our support to obtain your Series 7 license or you have your FINRA licenses and 10+ years of financial services experience, we have an opportunity for you in our new regional center.

Investor Centers

With over 180 branches across the US, we want to be where our customers live. The licensed professionals in our Investor Centers meet with clients every day, building relationships and guiding them financially with all of the customizable solutions Fidelity has to offer.

Our experienced Series 7 Licensed positions include:

  • Financial Consultant - Single point of contact for all investment, planning and guidance needs
  • Relationship Manager - Provide customer service, sales, and operational support to Financial Consultants and their clients
  • Regional Planning Consultants - Provide high-level knowledge on retirement income planning, investment strategy, and product selection

Regional Centers

At one of our six Regional Service Centers, you are the voice of Fidelity. If you have always been interested in pursuing sales without the cold calling, and want to focus on customer solutions while expanding your investment knowledge, you’ll feel right at home as a member of our service focused organization.

Our experienced Series 7 Licensed positions include:

  • Investments Solutions Representative - Drive sales, provide solutions, and develop relationships with our customers through inbound calls
  • Client Management Representatives - Sales & Client Management Associates review and educate clients on their profiles as a member of the inbound relationship management team
  • Portfolio Specialist - Technical expert addressing the most complex managed account sales and client management needs