Financial Representative - Naples, FL

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Naples, FLPosted Today

Role Overview

Fidelity Investments is hiring a mid-level Financial Representative - Naples, FL. This is a full-time role in Naples. 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.

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Job description

Job Description:

Financial Representative

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

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. 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 finding opportunities to deepen relationships.

The Expertise and Skills You Bring

Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
Experience in banking, insurance, or financial services is a plus
Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
Superb interpersonal skills and passion to engage with clients
The ability to assess client needs and find opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

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.

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

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Frequently Asked Questions

How do I apply for the Financial Representative - Naples, FL 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 - Naples, FL position at Fidelity Investments located?

This position is based in Naples. 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 - Naples, FL 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 - Naples, FL role at Fidelity Investments posted?

This role was posted on July 22, 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.