Client-First Financial Representative

Fidelity Investments; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training

Onsite work model

Job summary

Fidelity Investments is seeking a Financial Representative to serve as the face of the branch, delivering an exceptional client experience and building lasting relationships. You will act as a subject matter specialist in compliance and front lobby transactions, partnering to deepen client engagement and drive branch success.

The role requires pursuing Series 7 and Series 66 licenses with company training support.

Qualifications

• Experience in customer service or financial services provides a strong foundation.

Responsibilities

• Provide daily support to Fidelity’s most valued clients and deliver an exceptional experience.
• Proactively identify opportunities and make introductions to deepen client relationships.
• Assist in driving branch success by ensuring compliance and client satisfaction.
• Adapt to Fidelity’s onsite working model and participate in training programs.

Skills

Customer service

Financial services experience

Interpersonal skills

Needs assessment

Detail oriented

Organizational skills

Feedback oriented

Technology adoption

Education

Bachelor's degree / CFP beneficial

Tools

CRM software

Job description

Fidelity Investments is seeking a Financial Representative to serve as the face of the branch, delivering an exceptional client experience and building lasting relationships. You will act as a subject matter specialist in compliance and front lobby transactions, partnering to deepen client engagement and drive branch success.

The role requires pursuing Series 7 and Series 66 licenses with company training support.