Client-Focused Financial Representative

Fidelity Investments; Greensboro (NC); On-site; USD 42,000 - 52,000; Full time

Job summary

Fidelity Investments seeks a Financial Representative to fortify branch client relationships through proactive service and expert guidance. You will act as the face of Fidelity, delivering a high-quality client experience and identifying opportunities to deepen relationships.

Ideal candidates bring customer service or financial services experience, readiness to pursue Series 7/66 licenses with company support, and a collaborative, tech-friendly mindset to enhance team performance within an

Qualifications

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Series 7 and Series 66 licenses are required to be pursued with provided support.
• A degree or equivalent experience, or other professional certifications, are beneficial (tuition reimbursement for CFP or equivalent)
• Serve as a technology champion within the branch, embracing new tools and sharing knowledge to enhance team performance.

Responsibilities

• Provide daily support to Fidelity's valued clients and deliver an exceptional experience.
• Identify opportunities and make effective introductions to deepen client relationships.
• Contribute to branch success by driving client engagement and growth.
• Maintain high attention to detail while prioritizing multiple tasks and embracing feedback.

Skills

Customer service

Phone-based support

Financial services

Attention to detail

Multitasking

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Tools

FINRA licensing prep

Technology adoption

Job description

Fidelity Investments seeks a Financial Representative to fortify branch client relationships through proactive service and expert guidance. You will act as the face of Fidelity, delivering a high-quality client experience and identifying opportunities to deepen relationships.

Ideal candidates bring customer service or financial services experience, readiness to pursue Series 7/66 licenses with company support, and a collaborative, tech-friendly mindset to enhance team performance within an