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Personal Investing Licensed Professional (SW)

Fidelity Investments
United Statesfull_timeVerifiedPosted 10 Sept 2025

About the role

Job Description:

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

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

Certifications:

Series 07 - FINRA

Category:

Customer Service, Relationship Management, Sales

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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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Company

Fidelity Investments

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