Client-Focused Financial Advisor

Fidelity Investments Inc.; The Villages (FL); On-site; USD 48,000 - 64,000; Full time

Job summary

Fidelity invites candidates for a Financial Representative role in Florida. As the branch face of Fidelity, you will deliver an exceptional client experience, support ongoing client relationships, and collaborate with the team to enhance branch performance.

A focus on compliance, accuracy, and proactive client engagement will be essential. Training is provided to achieve Series 7 and Series 66 licenses, with onsite work expectations and a competitive rewards package.

Qualifications

• Customer service experience or phone-based support is a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Comprehensive resources and support to prepare for Series 7 and Series 66 licenses.

Responsibilities

• Provide daily support to Fidelity’s clients and uphold an exceptional customer experience.
• Identify opportunities to deepen client relationships and facilitate introductions.
• Partner with branch teams to drive branch success and client satisfaction.

Skills

Customer service

Interpersonal skills

Attention to detail

Organization

Communication

Education

Series 7

Series 66

CFP (benefits)

Bachelor’s degree or equivalent

Job description

Fidelity invites candidates for a Financial Representative role in Florida. As the branch face of Fidelity, you will deliver an exceptional client experience, support ongoing client relationships, and collaborate with the team to enhance branch performance.

A focus on compliance, accuracy, and proactive client engagement will be essential. Training is provided to achieve Series 7 and Series 66 licenses, with onsite work expectations and a competitive rewards package.