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Financial Representative - Naperville, IL

Fidelity Investments · Naperville, IL · $45,000–$75,000 a year · Full time

Posted Sep 15, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about your experience in customer service, phone support, or financial services. What part of it prepared you most for a branch role?

What they are checking: Whether they can connect past service experience to the real demands of in-person financial work.

You're expected to become the subject matter specialist on compliance for front lobby transactions. How do you go about mastering a rulebook you've never seen before?

What they are checking: Whether they have a reliable method for learning detailed rules, since errors in this area carry real consequences.

Fidelity supports you through the Series 7 and 66. What's your plan for getting licensed on time?

What they are checking: Whether they have thought seriously about the exam workload and will commit the study time it takes.

Tell me about a time you noticed a chance to help a customer more than they asked for. What did you do?

What they are checking: Whether they find ways to deepen relationships out of genuine interest rather than pushing products.

Describe a time you made a mistake that affected a customer. How did you fix it?

What they are checking: Whether they own errors quickly and honestly, which matters more than never making one when money is involved.

What would you do

You'd be the official face of Fidelity in the Naperville branch. What does a great first two minutes with a walk-in client look like to you?

What they are checking: Whether they understand that early warmth and attention set the tone for a long-term client relationship.

A client wants to deposit a large amount of cash and asks if you can split it into smaller deposits so it doesn't get reported. What do you say and do?

What they are checking: Whether they recognize a structuring red flag and know to refuse and escalate rather than just quietly comply.

A teammate keeps skipping a verification step to move the line faster. How do you handle it?

What they are checking: Whether they will speak up about a compliance shortcut even when it means an awkward talk with a peer.

How would you help an older client who is uneasy about using the Fidelity app instead of coming in?

What they are checking: Whether they can champion technology with patience and respect rather than pushing a client faster than they want.

About the work

How would you explain the difference between a brokerage account and an IRA to someone opening their first account?

What they are checking: Whether they can explain basic financial products clearly without jargon, which is most of the day-to-day job.

Practice this interview out loud.

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The full job description

As published by Fidelity Investments.

Job Description: 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. The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Customer Service

Apply at Fidelity Investments