Client-Focused Financial Advisor

Fidelity; United States; On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Training programs (in-branch, regional

Competitive total rewards

Job summary

Fidelity is seeking a Financial Representative to serve as the friendly, knowledgeable face of the branch. You will help clients with core financial needs, ensure compliant lobby operations, and collaborate with teammates to strengthen relationships.

Training and licensing support are provided as you pursue required FINRA credentials. This role emphasizes outstanding client service, attention to detail, and the ability to identify opportunities for growth within existing client relationships.

Qualifications

• Customer service, phone, or financial services experience
• Banking, insurance, or financial experience is a plus
• SIE licensing prep and FINRA Series 7/66 licensing support
• Degree or CFP helpful; tuition reimbursement available

Responsibilities

• Provide face-to-face service and complete lobby transactions with accuracy
• Identify opportunities to deepen client relationships
• Partner with branch team to support client needs and compliance
• Act as a technology champion to adopt and share tools with the team

Skills

Customer service

Phone experience

Financial services

Interpersonal skills

Education

Finance degree or related

CFP (beneficial)

Job description

Fidelity is seeking a Financial Representative to serve as the friendly, knowledgeable face of the branch. You will help clients with core financial needs, ensure compliant lobby operations, and collaborate with teammates to strengthen relationships.

Training and licensing support are provided as you pursue required FINRA credentials. This role emphasizes outstanding client service, attention to detail, and the ability to identify opportunities for growth within existing client relationships.