Client-Driven Financial Advisor (Series 7/66 Ready)

Fidelity Investments Inc.; Hilton Head Island (SC); On-site; USD 50,000 - 70,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to serve as the branch's official face, delivering exceptional client experiences and strengthening relationships.

You will operate as a compliance-savvy front-lobby specialist while pursuing Series 7 and Series 66 licenses with strong support from the company. The role emphasizes customer service, technology adoption, and the ability to identify opportunities to deepen client engagement in an onsite, branch-based environment.

Qualifications

• Customer service, phone-based support, or financial services experience is a strong foundation.
• Experience in banking, insurance, or financial services is a plus.
• Resources and support are provided to prepare for Series 7 and Series 66 licenses.
• Degree, equivalent experience, or certifications are beneficial (tuition reimbursement for CFP or credential).
• Serve as a technology champion within the branch and adopt new tools.
• Superb 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.
• Open to feedback, collaboration, and curiosity.

Responsibilities

• Provide daily support to Fidelity’s valued clients and strengthen relationships.
• Identify opportunities and make introductions to deepen client engagement.
• Assist with onboarding, training, and compliant branch operations.
• Collaborate with teammates to ensure accurate, timely service delivery.
• Support onsite working model rollout and adapt to changing requirements.

Skills

Customer service

Phone support

Interpersonal skills

Client needs assessment

Attention to detail

Time management

Technology champion

Education

Bachelor degree or equivalent

CFP or related credential (advantage)

Tools

FINRA licenses prep

Job description

Fidelity Investments Inc. is seeking a Financial Representative to serve as the branch's official face, delivering exceptional client experiences and strengthening relationships.

You will operate as a compliance-savvy front-lobby specialist while pursuing Series 7 and Series 66 licenses with strong support from the company. The role emphasizes customer service, technology adoption, and the ability to identify opportunities to deepen client engagement in an onsite, branch-based environment.