Client-Focused Financial Advisor

Fidelity Investments Inc.; Orange (OH); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training

Competitive rewards

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to be the friendly, professional face of the branch and foster lasting client relationships through trust and service.

You will assess client needs, identify opportunities, and support daily branch operations, with training for Series 7 and 66 licenses and tuition reimbursement for CFP or related credentials. This onsite role emphasizes collaboration and client service excellence.

Qualifications

• Experience in customer service or financial services preferred.
• Banking or financial services background a plus.
• Series 7 and Series 66 licensing prep provided.
• Tuition reimbursement for CFP or related credentials.
• Technology champion within the branch to share knowledge.
• Strong interpersonal skills and client engagement.
• Ability to assess client needs and identify opportunities.
• Attention to detail and prioritization.
• Organizational skills to manage multiple tasks.
• Open to feedback and collaborative teamwork.

Responsibilities

• Serve as Fidelity's front-line face in the branch and build client relationships.
• Identify opportunities to deepen client engagement and drive branch success.
• Provide daily support to Fidelity's valued clients with exceptional service.
• Participate in onboarding and training to support the business.
• Collaborate with the team to deliver a rewarding client experience.

Skills

Customer service

Phone support

Financial services

Licensing prep

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Collaborative mindset

Education

Degree or equivalent

Job description

Fidelity Investments Inc. is seeking a Financial Representative to be the friendly, professional face of the branch and foster lasting client relationships through trust and service.

You will assess client needs, identify opportunities, and support daily branch operations, with training for Series 7 and 66 licenses and tuition reimbursement for CFP or related credentials. This onsite role emphasizes collaboration and client service excellence.