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Financial Representative - Berkeley, CA

Fidelity Investments
Location πŸ“ Berkeley, United States
Posted πŸ“… June 05, 2026
Work Type ⏰ Full-time

Position Overview

Job Description

:

Financial Representative

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

The Expertise We’re Looking For

  • Customer service, phone, or financial services experience will prepare you for this role
  • Banking, insurance, or financial experience is an excellent addition to your experience
  • We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
  • Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
  • The Purpose of Your Role

    It i...

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    Job Details

    ⏰
    Employment Type
    Full-time
    πŸ“Š
    Category
    Sales Representatives, Services
    🏠
    Work Arrangement
    On-site
    πŸ“
    Location
    Berkeley, United States