Client-Focused Financial Representative

Habitat For Humanity Of Durham; Durham (NC); On-site; USD 52,000 - 80,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity is seeking a Financial Representative to be the friendly face of the branch, delivering high-quality client service and supporting compliance and lobby transactions. You will collaborate to deepen client relationships and help drive branch success.

The role requires Series 7/66 licensing preparation, and candidates with banking or financial services experience plus a proactive, tech-savvy approach will excel in this environment.

Qualifications

• Customer service or financial services experience is foundational.
• Experience in banking or insurance is a plus.
• Tuition reimbursement can help obtain CFP or equivalent credential.
• Ability to serve as a technology champion and adopt new tools.

Responsibilities

• Represent Fidelity as the face of the branch and build client relationships.
• Assist with front lobby transactions and compliance as needed.
• Identify opportunities to deepen client relationships and grow branch success.

Skills

Customer service

Financial services experience

Licensing prep (Series 7/66)

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Feedback & teamwork

Education

Bachelor's degree or equivalent

CFP credential or similar

Job description

Fidelity is seeking a Financial Representative to be the friendly face of the branch, delivering high-quality client service and supporting compliance and lobby transactions. You will collaborate to deepen client relationships and help drive branch success.

The role requires Series 7/66 licensing preparation, and candidates with banking or financial services experience plus a proactive, tech-savvy approach will excel in this environment.