Client-Driven Financial Representative | Series 7/66 Prep

Soteria Reinsurance Ltd.

Providence, Northern (RI, KY)

Hybrid

USD 42,000 - 68,000

Full time

8 days ago

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Job summary

Fidelity is seeking a Financial Representative in Providence, RI to be the friendly face of the branch, delivering top-tier client service and ensuring compliant front lobby activities. You will help clients with everyday transactions while identifying opportunities to deepen relationships and grow the business.

The role emphasizes collaboration, attention to detail, and adaptability to new tools. Licensing preparation is provided for Series 7 and 66, with tuition support for certifications like

Qualifications

Customer service or financial services experience.
Experience in banking, insurance, or financial services is a plus.
Licenses Series 7 and 66 required or pursued with support (tuition reimbursement).
Degree or equivalent experience beneficial (CFP path).
Tech-savvy and able to champion new tools in-branch.

Responsibilities

Be the face of Fidelity in the branch and deliver exceptional client service.
Assist clients with front lobby transactions and compliance requirements.
Identify opportunities to deepen client relationships and grow the business.
Partner with team to support training and onboarding on new tools and processes.

Skills

Customer service

Financial services exp

Licenses (Series 7, 66)

Degree or equivalent

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organization

Team player

Education

Degree or equivalent

Job description

The role emphasizes collaboration, attention to detail, and adaptability to new tools. Licensing preparation is provided for Series 7 and 66, with tuition support for certifications like

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