Client-Focused Financial Advisor (Series 7/66 Prep)

Fidelity; United States; On-site; USD 40,000 - 70,000; Full time

Job summary

Fidelity is seeking a Financial Representative to play a key role in the branch, serving as the face of Fidelity and delivering rewarding client experiences. You will support compliance, front lobby transactions, and relationship-building with clients to drive branch success.

The role emphasizes technology adoption, strong interpersonal skills, and the ability to assess client needs and find opportunities for growth.

Qualifications

• Customer service experience in banking or financial services is preferred.
• Experience in banking, insurance, or financial services is a plus.
• Preparation for Series 7 and Series 66 licenses will be supported by Fidelity.
• Tuition reimbursement to obtain CFP or equivalent credential is offered.
• Serve as a technology champion and adopt new tools to enhance team performance.
• Strong interpersonal skills and a client-focused mindset.
• Ability to assess client needs and identify opportunities for growth.
• Attention to detail and strong organizational abilities.
• Open to collaboration and embracing feedback.

Responsibilities

• Provide daily support to Fidelity's valued clients and strengthen relationships.
• Identify opportunities and make introductions to deepen client engagement.
• Assist with front lobby transactions and act as a subject matter expert on compliance.
• Support branch success through onboarding, training, and collaboration with team members.

Skills

Customer service

Phone-based support

Interpersonal skills

Attention to detail

Organizational skills

Assess client needs

Team collaboration

Education

Bachelor's degree

Series 7 license

Series 66 license

CFP or equivalent credential (benefits from tuition)

Job description

Fidelity is seeking a Financial Representative to play a key role in the branch, serving as the face of Fidelity and delivering rewarding client experiences. You will support compliance, front lobby transactions, and relationship-building with clients to drive branch success.

The role emphasizes technology adoption, strong interpersonal skills, and the ability to assess client needs and find opportunities for growth.