Client-Centric Financial Advisor (Onsite Role)

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

Job summary

Fidelity Investments Inc. seeks a Financial Representative to serve as the branch’s face, delivering an exceptional client experience and strengthening relationships. You will act as a subject matter expert in compliance and front lobby transactions, partnering to drive branch success.

The role emphasizes integrity, client engagement, and ongoing training to support Series 7/66 licensing and potential CFP credentials, with a focus on technology adoption and collaborative teamwork.

Qualifications

• Experience in customer service or financial services is a strong foundation.
• Willingness to pursue Series 7 and 66 licenses as required.
• A degree or professional certifications are beneficial (CFP or equivalent).

Responsibilities

• Provide daily support to Fidelity's valued clients and deliver an exceptional client experience.
• Identify opportunities and make effective introductions to deepen client relationships.
• Assist in branch success by understanding client needs and prioritizing multiple tasks.

Skills

Customer service

Financial services

Phone-based support

Technology adoption

Interpersonal skills

Client relationship development

Active listening

Detail orientation

Education

Series 7 & 66 licenses

CFP or equivalent credential (beneficial)

Job description

Fidelity Investments Inc. seeks a Financial Representative to serve as the branch’s face, delivering an exceptional client experience and strengthening relationships. You will act as a subject matter expert in compliance and front lobby transactions, partnering to drive branch success.

The role emphasizes integrity, client engagement, and ongoing training to support Series 7/66 licensing and potential CFP credentials, with a focus on technology adoption and collaborative teamwork.