Financial Representative - Indianapolis,

Be an Early ApplicantFull Time

Indianapolis, INPosted Today

Role Overview

Fidelity Investments is hiring a Financial Representative - Indianapolis,. This is a full-time role in Indianapolis. posted today. applications are still in the early window, before most candidates have applied. Full responsibilities, required qualifications, and the apply link are listed in the description below.

Resume Keywords to Include

Make sure these keywords appear in your resume to improve ATS scoring

GoOROnboardingComplianceERISADescriptionFinancialRepresentative

Job description

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 is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.

The Skills You Bring

Superb interpersonal skills and passion to engage with clients

An aptitude to assess client needs and identify opportunities

Remarkable attention to detail and ability to prioritize

Organizational skills to manage multiple tasks

Being coachable, collaborative, and curious are your "go to" attributes

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

A key member of the team, you are offering support to Fidelity’s most valuable clients daily

By identifying leads and making effective introductions, you are directly impacting the success of the branch

Your efforts will be valued by clients and you will find working with those clients a rewarding experience

As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

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, Series 66 - FINRA

Category:

Customer Service

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.

About Fidelity Investments

Fidelity Investments

fidelity.com

On-site

39 other open roles at Fidelity Investments on TryApplyNow.

View all 40 roles at Fidelity Investments Visit website

Frequently Asked Questions

How do I apply for the Financial Representative - Indianapolis, position at Fidelity Investments?

Use the Apply button above to submit your application directly to Fidelity Investments. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Financial Representative - Indianapolis, position at Fidelity Investments located?

This position is based in Indianapolis. Fidelity Investments has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Financial Representative - Indianapolis, at Fidelity Investments earn?

Fidelity Investments has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Financial Representative - Indianapolis, role at Fidelity Investments posted?

This role was posted on July 23, 2026 (today). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.