Remote Financial Services Associate: Series 7/66 Track

Posted 10 days ago

soteria reinsuranceBrooklyn (NY)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Junior

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About the role

Fidelity Investments is seeking a Financial Services Representative to support customers by phone, provide information, and assist with trades while working from home and spending one day per week in an Investor Center. The role offers paid training to obtain SIE, Series 7 Top Off, and Series 66 licenses, with licensing sponsorship and ongoing coaching. Onboarding gradually shifts to full onsite Investor Center work as the program progresses, with potential remote work during initial phases.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.