Client-Centric Financial Specialist (Onsite)

Fidelity Investments Inc.; Durham (NC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to serve as the branch’s official face, delivering exceptional client service and building long-lasting relationships.

You will support front lobby transactions, identify opportunities to deepen client engagement, and collaborate with the team to ensure branch success. Training is provided, with opportunities for licensing readiness (Series 7 and 66) and tuition reimbursement to pursue CFP or further credentials.

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
• Must be prepared to obtain Series 7 and Series 66 licenses
• Tuition reimbursement can help obtain CFP, degree, or equivalent credential
• Serve as a technology champion within the branch and share knowledge to enhance team capabilities
• Excellent interpersonal skills and passion to engage with clients
• Ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback and collaboration to tackle challenges with curiosity

Responsibilities

• Provide daily support to Fidelity’s clients and deliver an exceptional in-branch experience
• Identify opportunities to deepen client relationships and make effective introductions
• Support front lobby transactions and ensure compliance with regulations
• Collaborate with team to drive branch success and client satisfaction

Skills

Customer service

Interpersonal skills

Client needs assessment

Attention to detail

Organization

Collaboration

Technology adoption

Education

Bachelor’s degree or equivalent experience

Job description

Fidelity Investments Inc. is seeking a Financial Representative to serve as the branch’s official face, delivering exceptional client service and building long-lasting relationships.

You will support front lobby transactions, identify opportunities to deepen client engagement, and collaborate with the team to ensure branch success. Training is provided, with opportunities for licensing readiness (Series 7 and 66) and tuition reimbursement to pursue CFP or further credentials.