Client-Centric Financial Rep – Series 7/66 Path

Fidelity Investments Inc.; Fort Myers (FL); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments Inc. seeks a Financial Representative to be the friendly, knowledgeable face of the branch, delivering exceptional client service and supporting daily operations.

You will partner with clients to understand needs, highlight opportunities to deepen relationships, and collaborate with the team to drive branch success. Training for Series 7/66 is provided; progression may include CFP-related credentials.

Qualifications

• Customer service or financial services experience forms the foundation for success.
• Experience in banking, insurance, or financial services is a plus.
• License prep: Series 7 and Series 66 training is provided.
• Degree or equivalent experience or certifications like CFP are beneficial.

Responsibilities

• Be the face of Fidelity in the branch and deliver excellent client service.
• Identify opportunities to deepen relationships and make appropriate introductions.

Skills

Customer service

Phone-based support

Financial services experience

Interpersonal skills

Client relationship building

Attention to detail

Organizational skills

Adaptability

Education

Degree or equivalent experience

CFP/related credential (beneficial)

Tools

Technology adoption

Job description

Fidelity Investments Inc. seeks a Financial Representative to be the friendly, knowledgeable face of the branch, delivering exceptional client service and supporting daily operations.

You will partner with clients to understand needs, highlight opportunities to deepen relationships, and collaborate with the team to drive branch success. Training for Series 7/66 is provided; progression may include CFP-related credentials.