Client-Centric Financial Advisor

Fidelity Investments Inc.; Center Valley (Lehigh County); On-site; USD 50,000 - 70,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to act as the face of Fidelity at the branch, delivering rewarding client interactions and deepening relationships.

You will leverage service skills, financial knowledge, and technology to support clients and partners in achieving branch goals. The role emphasizes compliance, licensing prep (Series 7/66), and collaboration with the team to provide exceptional service.

Qualifications

• Customer service or financial services experience.
• Experience in banking or insurance is a plus.
• Series 7 and Series 66 licenses are required; training provided.

Responsibilities

• Provide daily support to Fidelity’s valued clients.
• Identify opportunities and make effective introductions to deepen client relationships.
• Support branch success with integrity and active engagement.

Skills

Customer service

Phone-based support

Financial services experience

Banking experience

Series 7 license

Series 66 license

Degree

CFP

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Collaboration

Curiosity

Education

Degree

CFP

Professional certifications

Job description

Fidelity Investments Inc. is seeking a Financial Representative to act as the face of Fidelity at the branch, delivering rewarding client interactions and deepening relationships.

You will leverage service skills, financial knowledge, and technology to support clients and partners in achieving branch goals. The role emphasizes compliance, licensing prep (Series 7/66), and collaboration with the team to provide exceptional service.