Fidelity
A Financial Representative at Fidelity serves as the official face of the branch, inspiring client dedication and building long-lasting relationships through integrity and honesty. This role involves partner with clients on compliance and front lobby transactions to deepen relationships and contribute to branch success. Positions are ideal for those with customer service or financial services experience aspiring to obtain Series 7 and 66 licenses.
Headquarters
Boston, Massachusetts, United States
Company Size
10001+ employees
Founded
1946
Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
72% of Americans Say They Will Retire on Their Own Terms as They Embrace a New Retirement Playbook
2 hours ago
Fidelity Mid-Cap Stock Fund Q4 2025 Commentary
6 hours ago
Fidelity® Q4 2025 Retirement Analysis: Average Annual 401(k) Account Balances Increase by Double Digits for Third Year in a Row
2 weeks ago
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fidelity.
Fidelity didn’t post a salary, so this is our estimate from similar listings.
Right around the average for this role
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