Client-Focused Financial Advisor

Fidelity Investments Inc.; Winston-Salem (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Fidelity Investments Inc. in Winston-Salem, NC seeks a Financial Representative to be the face of Fidelity in the branch and deliver exceptional client experiences.

You will support lobby transactions, stay compliant, and help deepen relationships with clients through proactive engagement. Ideal candidates bring strong customer service or phone-based financial services experience, and are pursuing required FINRA licenses (Series 7 and 66).

Qualifications

• Customer service experience or phone-based support in financial services preferred.
• Experience in banking, insurance, or financial services is a plus.
• Pursuit of Series 7 and Series 66 licenses; tuition reimbursement available for CFP or equivalent credentials.

Responsibilities

• Serve as the face of Fidelity in the branch, delivering exceptional client experiences.
• Support front lobby transactions and compliance as a subject matter specialist.
• Identify opportunities to deepen client relationships and drive branch success.

Skills

Customer service

Phone support

Financial services

Licensing prep

Interpersonal skills

Attention to detail

Organizational skills

Education

Bachelor's degree or equivalent experience

CFP or related certification beneficial

Tools

CRM software

Job description

Fidelity Investments Inc. in Winston-Salem, NC seeks a Financial Representative to be the face of Fidelity in the branch and deliver exceptional client experiences.

You will support lobby transactions, stay compliant, and help deepen relationships with clients through proactive engagement. Ideal candidates bring strong customer service or phone-based financial services experience, and are pursuing required FINRA licenses (Series 7 and 66).