Client-Centric Financial Advisor — Series 7/66 Ready

Fidelity; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

Fidelity is seeking a Financial Representative to be the face of Fidelity in the branch, delivering rewarding client experiences and building long-lasting relationships through trusted service. You will handle front lobby interactions with integrity and identify opportunities to deepen client engagement.

As a subject matter specialist in compliance, you will support branch operations, pursue opportunities to grow client relationships, and collaborate with teams to ensure accurate service while

Qualifications

• 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

Responsibilities

• As a Financial Representative, you will be the official face of Fidelity in the branch and build lasting client relationships.
• You will identify opportunities to deepen relationships and contribute to branch success through compliant client interactions.
• You will support front lobby transactions and partner with teams to deliver a positive client experience.

Skills

Customer service

Phone support

Financial services

Banking knowledge

Technology champion

Interpersonal skills

Client needs assessment

Attention to detail

Organizational skills

Collaboration

Education

Degree or equivalent

Job description

Fidelity is seeking a Financial Representative to be the face of Fidelity in the branch, delivering rewarding client experiences and building long-lasting relationships through trusted service. You will handle front lobby interactions with integrity and identify opportunities to deepen client engagement.

As a subject matter specialist in compliance, you will support branch operations, pursue opportunities to grow client relationships, and collaborate with teams to ensure accurate service while