Client-Centric Financial Advisor

Fidelity Investments; Providence (RI); On-site; USD 48,000 - 68,000; Full time

Job summary

Fidelity Investments in Providence, RI is seeking a Financial Representative to serve as the face of the branch, delivering courteous service and building client relationships.

You will support daily transactions, learn the Series 7 and 66 licenses, and collaborate with teammates to deepen client engagement. The role emphasizes integrity, accuracy and compliance within FINRA guidelines.

Qualifications

• Customer service or financial services experience is preferred.
• Licensing Series 7 and 66 required or in progress with support.
• CFP or equivalent credential is beneficial via tuition reimbursement.
• Ability to adopt new tools and technology to help clients.

Responsibilities

• Provide daily client service in the branch and support meetings.
• Assist in client onboarding and understanding their needs.
• Identify opportunities to deepen client relationships and referrals.
• Maintain attention to detail and regulatory compliance in all interactions.

Skills

Customer service

Financial services experience

Client relations

Attention to detail

Team collaboration

Education

Series 7 license

Series 66 license

CFP (beneficial)

Job description

Fidelity Investments in Providence, RI is seeking a Financial Representative to serve as the face of the branch, delivering courteous service and building client relationships.

You will support daily transactions, learn the Series 7 and 66 licenses, and collaborate with teammates to deepen client engagement. The role emphasizes integrity, accuracy and compliance within FINRA guidelines.