5 ways Fidelity helps you get series 7 and 63 licensed in the financial services industry

When you work at Fidelity, you have a career that gives you purpose with a great compensation package, an inspiring environment, and an inclusive culture. Getting into financial services—whether you have experience or not—is easier than you think.

We’re looking for candidates with and without financial services experience. Fidelity will help you get licensed via the Securities Industry Essentials (SIE) exam, as well as the Series 7 and Series 63 tests. Here’s how we help you get licensed in 5 ways.

1. Fidelity jobs complement your existing skillset

You might already have many in-demand skills we want and need, like customer service, problem-solving, active listening, empathy, and communication. Finance is based on trust, and trust is based on relationships. We need people who know how to use their emotional intelligence (EQ) as much as we need people with financial know-how.

We invest in and complement your existing skillset, giving you the financial knowledge you need to get licensed if your role requires it. “Our philosophy is that if you bring your EQ, which is the soft people skills, we will train you for the IQ, which is the knowledge needed to help customers,” says Rachelle, team leader, client services.

Helping our clients achieve their financial goals is about understanding them first as people so you can help them invest in ways that benefit them.

2. Fidelity gives you comprehensive training to pass your SIE exam and earn series 7 and 63 licensing

At the start of your training, you shadow a customer service representative to get hands-on experience with real Fidelity clients. You’ll hear how they express real concerns and how our associates make a positive difference in their lives. This also gives you the chance to engage with other associates and see our culture up close.

After the immersion program, you’ll move into self-paced, on-demand virtual learning. You’ll take video courses and practice exams to learn everything you need to know to get licensed.

These courses are customizable and personalized so you can learn at a pace that works best for you. “One thing I found pleasantly surprising was the breadth and variety of training resources to accommodate all types of learners. They have implemented systems and resources to reach every associate,” says Bizzy, workplace planning consultant.

Virtual workshops and a dedicated support team help you level up your knowledge so you feel confident and that your skills have been validated. “Fidelity invests so much time into the training and development of the people that they hire,” says Rachelle.