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Financial Services Representative - Irvine, CA
Fidelity
Irvine, CAPosted Jul 16, 2026 · Yesterday$45k – $75k
Full-time$45k – $75kEntry LevelHybridFintech
About this role
Join Fidelity as a Financial Services Representative in Irvine, CA, where you'll receive paid training and support to obtain your Series 7 & 66 licenses. This role begins with remote customer support via phone, transitioning to daily in-person work at an Investor Center, offering a clear path for career growth in wealth management.
What we are looking for
5- Paid training and sponsorship for SIE, Series 7, and Series 66 licenses
- Hybrid work model during onboarding, transitioning to full-time onsite
- Support customers with account inquiries, fund transfers, and trades
- Develop skills for a career in financial planning and wealth management
- Customer service experience preferred, no finance background required
Work authorization
No visa sponsorship is available.
Must be authorized to work without sponsorship.