Client-Centric Financial Advisor (Onsite) – Training & Growth

Fidelity Investments Inc.; Farmington Hills (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training

Job summary

Fidelity Investments Inc. is seeking a Financial Representative in Farmington Hills, MI to be the friendly, knowledgeable face of the branch.

You will deliver excellent client service, help clients with banking and investment needs, and support daily lobby activities while upholding regulatory standards. The role emphasizes building relationships, identifying opportunities, and coordinating with the team to drive growth.

Qualifications

• Customer service or financial services experience is preferred.
• Must obtain Series 7 and Series 66 licenses.
• Bachelor’s degree or equivalent experience; CFP path encouraged.

Responsibilities

• Represent Fidelity as the friendly face in the branch and handle front lobby transactions.
• Engage with clients to assess needs and deepen relationships.
• Support daily branch operations and collaborate with the team to drive growth.

Skills

Customer service

Phone support

Financial services experience

Licensing readiness

Education

Bachelor’s degree or equivalent

Job description

Fidelity Investments Inc. is seeking a Financial Representative in Farmington Hills, MI to be the friendly, knowledgeable face of the branch.

You will deliver excellent client service, help clients with banking and investment needs, and support daily lobby activities while upholding regulatory standards. The role emphasizes building relationships, identifying opportunities, and coordinating with the team to drive growth.