Client-Focused Financial Advisor — Series 7/66 Ready

Fidelity Investments Inc.; Atlanta (GA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Tuition reimbursement for CFP/degree

Job summary

Fidelity Investments Inc. seeks a Financial Representative in Atlanta to be the friendly, trusted face of the branch. You will help clients with everyday banking needs, explain options, and nurture relationships to drive long-term engagement.

The role emphasizes compliance, accuracy, and teamwork, with in-branch training and support to prepare for Series 7 and Series 66 licenses. A strong service mindset and curiosity will help you thrive in a fast-paced environment.

Qualifications

• Experience in customer service or financial services helps perform in-branch client interactions.
• Ability to assess client needs and identify opportunities to deepen relationships.
• Willingness to pursue required FINRA licenses (Series 7 and 66) with in-house support.

Responsibilities

• Serve as the face of Fidelity in the branch and deliver exceptional client service.
• Proactively identify opportunities to strengthen client relationships and broaden product usage.
• Coordinate with the team to ensure accurate processing of transactions and compliance.

Skills

Customer service

Interpersonal skills

Attention to detail

Organizational skills

Education

Bachelor's degree or equivalent

Tools

Series 7

Series 66

Job description

Fidelity Investments Inc. seeks a Financial Representative in Atlanta to be the friendly, trusted face of the branch. You will help clients with everyday banking needs, explain options, and nurture relationships to drive long-term engagement.

The role emphasizes compliance, accuracy, and teamwork, with in-branch training and support to prepare for Series 7 and Series 66 licenses. A strong service mindset and curiosity will help you thrive in a fast-paced environment.