Client-Centric Financial Representative | Growth & Compliance

Fidelity Investments; Exton (PA); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training

Job summary

Fidelity Investments is seeking a Financial Representative who will be the face of the branch, delivering trusted service and building long-term client relationships. You will handle front lobby transactions, assist clients with inquiries, and partner with colleagues to grow client engagement.

The role supports ongoing training and licensing prep for Series 7 and Series 66, with a path toward deeper branch responsibilities and a focus on accuracy, compliance, and customer satisfaction.

Qualifications

• Customer service or financial services experience is preferred.
• Willingness to obtain Series 7 and Series 66 licenses.
• Degree or equivalent professional certifications are beneficial (tuition reimbursement available).
• Strong interpersonal skills and a client-focused mindset.
• Ability to assess client needs and identify opportunities.

Responsibilities

• Provide daily support to Fidelity’s clients and maintain positive relationships.
• Guide clients through lobby transactions and compliance processes.
• Identify opportunities to deepen client relationships and referrals.
• Collaborate with team to deliver exceptional branch service.

Skills

Customer service

Phone-based support

Financial services experience

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments is seeking a Financial Representative who will be the face of the branch, delivering trusted service and building long-term client relationships. You will handle front lobby transactions, assist clients with inquiries, and partner with colleagues to grow client engagement.

The role supports ongoing training and licensing prep for Series 7 and Series 66, with a path toward deeper branch responsibilities and a focus on accuracy, compliance, and customer satisfaction.