Client-Centric Financial Representative

Fidelity Investments Inc.; Dunwoody (GA); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Training in-branch

Career development

Competitive compensation

Onsite work model

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to be the face of the branch, delivering trusted guidance and service to clients. You will support daily client interactions, assess needs, and help deepen relationships through proactive introductions and tailored solutions.

The role emphasizes frontline compliance, teamwork, and embracing new tools. Fidelity provides comprehensive training, a competitive base salary, and a structured onsite work model with strong total rewards.

Qualifications

• Experience in customer service or financial services is required.
• Preparation for Series 7 and 66 licenses is provided.
• A degree or equivalent experience is beneficial.
• Strong communication and client engagement skills.
• Attention to detail and ability to multi-task.

Responsibilities

• Provide daily support to Fidelity’s valued clients.
• Identify opportunities to deepen client relationships.
• Assist with onboarding and compliance in lobby transactions.

Skills

Customer service

Phone support

Interpersonal skills

Attention to detail

Organization

Client relationships

Needs assessment

Tech adoption

Team collaboration

Education

Finance degree

CFP (beneficial)

Series 7/66 prep

Job description

Fidelity Investments Inc. is seeking a Financial Representative to be the face of the branch, delivering trusted guidance and service to clients. You will support daily client interactions, assess needs, and help deepen relationships through proactive introductions and tailored solutions.

The role emphasizes frontline compliance, teamwork, and embracing new tools. Fidelity provides comprehensive training, a competitive base salary, and a structured onsite work model with strong total rewards.