Client-Focused Financial Advisor

Fidelity Investments Inc.; Austin (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

In-branch training

Regional and national training

Tuition reimbursement program

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to become the face of the branch, delivering exceptional client interactions and fostering long-term relationships.

You will support everyday lobby transactions, champion new tools, and help identify opportunities to deepen client engagements. In addition to strong interpersonal and organizational skills, you will pursue Series 7 and Series 66 licenses with in-branch or regional training support, benefiting from Fidelity's

Qualifications

• Experience in customer service or financial services
• Banking or insurance experience is a plus
• Preparation for Series 7 and 66 licenses
• Tuition reimbursement to obtain CFP or credential
• Embraces new tools and technology to support the team

Responsibilities

• Provide daily support to Fidelity's valued clients and deliver an exceptional experience.
• Proactively identify opportunities and make effective introductions to deepen client relationships.
• Support branch success by contributing to growth and client engagement.
• Collaborate with the team to ensure compliance and smooth lobby operations.

Skills

Customer service

Phone-based support

Financial services

Series 7/66 licensing

CFP eligibility

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organization

Education

Degree or equivalent

CFP/credential eligible

Job description

Fidelity Investments Inc. is seeking a Financial Representative to become the face of the branch, delivering exceptional client interactions and fostering long-term relationships.

You will support everyday lobby transactions, champion new tools, and help identify opportunities to deepen client engagements. In addition to strong interpersonal and organizational skills, you will pursue Series 7 and Series 66 licenses with in-branch or regional training support, benefiting from Fidelity's