Client-Focused Financial Advisor – Onsite, Growth & Training

Fidelity Investments; New Haven (CT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

In-branch training

Tuition reimbursement

Onsite working model

Job summary

Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch, delivering superior client service and trusted guidance. You will support lobby transactions, assess client needs, and collaborate to deepen relationships with Fidelity products.

The role emphasizes integrity and teamwork, with formal training for Series 7/66 licenses and opportunities to obtain CFP credentials through the firm’s tuition reimbursement program.

Qualifications

• Customer service or financial services experience is preferred.
• Experience in banking, insurance, or financial services is a plus.
• Training provided for Series 7 and Series 66 licenses.
• A degree or professional credentials (CFP, etc.) are beneficial.

Responsibilities

• Serve as the branch face and drive client engagement to deepen relationships.
• Support front lobby transactions with accuracy and integrity.
• Identify opportunities and make effective introductions to Fidelity services.
• Collaborate with the team to deliver a rewarding client experience.

Skills

Customer service

Phone-based support

Financial services

Series 7 license

Series 66 license

CFP certification

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Education

Bachelor's degree or equivalent experience

Job description

Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch, delivering superior client service and trusted guidance. You will support lobby transactions, assess client needs, and collaborate to deepen relationships with Fidelity products.

The role emphasizes integrity and teamwork, with formal training for Series 7/66 licenses and opportunities to obtain CFP credentials through the firm’s tuition reimbursement program.