Client-Focused Financial Advisor

Fidelity Investments Inc.; Austin (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Fidelity Investments Inc. seeks a Financial Representative to be the welcoming face of the branch, delivering high-quality client service and building long-lasting relationships.

You will act as a subject matter specialist in compliance and front lobby transactions, partnering to deepen client relationships and branch success. You will support Fidelity’s valued clients daily, participate in extensive training, and adapt to an onsite working model as the rollout progresses.

Qualifications

• Customer service or financial services experience is preferred.
• Experience in banking, insurance, or financial services is a plus.
• Tuition reimbursement can help obtain CFP or equivalent credential.
• Willing to pursue Series 7 and Series 66 licenses.
• Technology champion within the branch; embrace new tools.
• Strong interpersonal skills and client engagement.
• Attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Open to feedback and collaborative approach.

Responsibilities

• Provide daily support to Fidelity's clients and deliver exceptional service.
• Identify opportunities and make effective introductions to deepen relationships.
• Participate in training programs in-branch, regionally, nationally, and virtually.
• Assist in onboarding and ensuring client satisfaction.

Skills

Customer service

Phone-based support

Interpersonal skills

Attention to detail

Organizational skills

Relationship building

Education

Degree or equivalent experience

CFP or equivalent credential (beneficial)

Tools

CRM software

FINRA tools

Job description

Fidelity Investments Inc. seeks a Financial Representative to be the welcoming face of the branch, delivering high-quality client service and building long-lasting relationships.

You will act as a subject matter specialist in compliance and front lobby transactions, partnering to deepen client relationships and branch success. You will support Fidelity’s valued clients daily, participate in extensive training, and adapt to an onsite working model as the rollout progresses.