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Westlake, TX
Personal Investing Licensed Professional (SW)

Personal Investing Licensed Professional (SW)

Fidelity Investments

Posted 3 months ago, valid for 19 days

Westlake, TX, US

Competitive

Full Time

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Sonic Summary

Fidelity is seeking candidates for various Investor Center roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant, as well as Regional Center roles such as WPA, WPC1, CRM, ISR, and CMR.
Candidates are required to have a Series 07 certification from FINRA and experience in customer service, relationship management, or sales.
Most positions are hybrid, necessitating onsite work every other week during business days, with specific onsite requirements varying by role.
Fidelity's hiring practices are influenced by regulations from the Securities Exchange Act of 1934 and other financial laws, which may restrict employment based on criminal history.
The job offers a competitive salary, but specific salary details are not provided in the description.

Job Description:

Investor Center roles: Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant

Regional Center roles: WPA, WPC1, CRM, ISR, CMR

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA

Category:

Customer Service, Relationship Management, Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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