Client-Focused Financial Advisor (Series 7/66)

Fidelity Investments; Atlanta (GA); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments is seeking a Financial Representative to be the face of the branch, delivering exceptional client experiences with integrity and honesty. You will partner in compliance for front lobby interactions and identify opportunities to deepen relationships with Fidelity's clients.

The role emphasizes serving as a technology champion, embracing new tools, and using superb interpersonal skills to enhance team performance. Onsite work with a comprehensive rewards package is provided.

Qualifications

• Customer service, phone-based support, or financial services experience is a strong foundation.
• Experience in banking, insurance, or financial services is a plus.
• Tuition reimbursement can help obtain CFP, degree, or equivalent credential.

Responsibilities

• Provide daily support to Fidelity’s valued clients and deliver an exceptional experience.
• Identify opportunities to deepen client relationships and make effective introductions.
• Assist in ensuring compliance and handling front lobby transactions as a subject-matter resource.

Skills

Customer service experience

Financial services experience

Series 7/66 licenses prep

Communication and interpersonal

Attention to detail

Education

Bachelor's degree or equivalent experience

CFP or equivalent credential beneficial

Job description

Fidelity Investments is seeking a Financial Representative to be the face of the branch, delivering exceptional client experiences with integrity and honesty. You will partner in compliance for front lobby interactions and identify opportunities to deepen relationships with Fidelity's clients.

The role emphasizes serving as a technology champion, embracing new tools, and using superb interpersonal skills to enhance team performance. Onsite work with a comprehensive rewards package is provided.