Client-Driven Financial Representative

Soteria Reinsurance Ltd.; Albuquerque, Northern (NM, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Fidelity Investments in Albuquerque, NM seeks a Financial Representative to greet clients, support front desk operations, and foster long-term relationships with the community. You will play a key role in driving client engagement and meeting licensing requirements while embracing new tools to enhance performance.

The role emphasizes accuracy, organization, and collaboration within a growing branch. Training is provided, with a phased onsite rollout and opportunities for formal certifications.

Qualifications

• Customer service experience in financial services or banking.
• Willingness to obtain necessary FINRA licenses (SIE, Series 7, Series 66).
• Degree, equivalent experience, or professional certifications are beneficial (CFP, etc.).

Responsibilities

• Represent Fidelity as the first point of contact for clients.
• Assist with front-desk activities and lobby transactions.
• Partner with team to deepen client relationships and identify opportunities.
• Support training and adoption of new tools and processes.

Skills

Customer service

Interpersonal skills

Attention to detail

Organizational skills

Technology adoption

Education

Bachelor's degree or equivalent experience

SIE/Series 7/Series 66 licenses (or pursuing)

CFP certification beneficial

Tools

CRM software

MS Office

Job description

Fidelity Investments in Albuquerque, NM seeks a Financial Representative to greet clients, support front desk operations, and foster long-term relationships with the community. You will play a key role in driving client engagement and meeting licensing requirements while embracing new tools to enhance performance.

The role emphasizes accuracy, organization, and collaboration within a growing branch. Training is provided, with a phased onsite rollout and opportunities for formal certifications.