Remote Financial Services Representative Jobs
Remote financial services representative jobs are open across the U.S. at remote-first firms and distributed financial services teams, with demand concentrated in insurance, banking, and wealth management. Employers hiring remotely right now include Fidelity Investments, State Farm, and Khrysalis by LT Financial SVCS. Find a role that fits below and apply directly.
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Showing 4 of 52+ Remote Financial Services Representative jobs
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
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 - FINRACategory:
Customer ServicePlease 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.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
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 - FINRACategory:
Customer ServicePlease 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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Find JobsRemote Financial Services Representative Job Market
Who's Hiring
- Fidelity Investments10
- State Farm4
- Khrysalis by LT Financial SVCS4K
- Inova Health2
- Faye Limitless wealth2F
Top Industries Hiring
- Healthcare & Medical Services
What Employers Look For
The qualifications that appear most often in remote financial services representative jobs.
- Active Series 6, Series 7, or state insurance license required
- Experience in client-facing banking, brokerage, or insurance sales
- Proficiency with CRM software and client account management systems
- Strong knowledge of financial products including annuities, mutual funds, and insurance
- Bachelor's degree in finance, business, or a related field preferred
- FINRA registration or ability to obtain within a defined timeframe after hire
Tips for Your Remote Financial Services Representative Job Search
Apply early to remote roles that fit
Migrate Mate lists remote financial services representative openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings at distributed firms fill fast, so applying early gives you a real edge.
Show your remote-ready communication style
Remote financial services employers screen heavily for written communication because client interactions happen over email, chat, and secure messaging. Use your cover letter and any written assessments to demonstrate clarity, professionalism, and the ability to explain financial products without face-to-face context.
Highlight your licensing front and center
Remote employers move quickly past candidates who bury credentials. List active licenses, such as Series 6, Series 63, or state insurance licenses, at the top of your resume so hiring managers can qualify you immediately without reading to the bottom.
Demonstrate CRM and digital tool fluency
Remote financial services teams run on CRM platforms and digital client management tools. Name the specific platforms you've used in your resume and interviews, because distributed teams can't afford a long ramp-up period to get a new representative productive.
Remote Financial Services Representative Jobs: Frequently Asked Questions
How do I get a remote financial services representative job?
Target companies that have built distributed financial services teams, including remote-first insurers, online banks, and fintech firms with no physical branch requirements. Remote employers screen hard for self-direction, written communication, and the ability to manage a client book without in-person support. Candidates who can show compliance familiarity, CRM proficiency, and a history of hitting goals independently stand out most.
Which companies hire remote financial services representatives?
Companies hiring remote financial services representatives right now include Fidelity Investments, State Farm, and Khrysalis by LT Financial SVCS, based on current remote listings on Migrate Mate as of September 2026. These tend to be remote-first insurers, distributed banking operations, and fintech platforms that handle client relationships entirely through digital and phone-based channels.
Can you get a remote financial services representative job with no experience?
Yes, but remote entry roles are harder to land because you're expected to work independently from day one without an office environment for support. Remote-first insurers and online banking platforms do hire entry-level candidates, and you can strengthen your application by showing strong written communication, familiarity with CRM tools, and any client-facing or sales experience, even outside financial services.
Do you need a degree for remote financial services representative jobs?
Not always. Many remote employers weigh licensing, such as Series 6, Series 63, or state insurance licenses, more heavily than a degree for financial services representative roles. Demonstrated results in client service, sales, or account management and proficiency with digital communication tools can carry significant weight alongside or instead of formal education.
Which industries hire the most remote financial services representatives?
Most remote financial services representative openings sit in Healthcare & Medical Services, per current remote listings on Migrate Mate as of September 2026. These sectors rely on distributed teams to serve clients across multiple time zones and regions without maintaining a physical branch or office presence.
See All 52 Remote Financial Services Representative Jobs
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