Client-Focused Financial Representative

Fidelity Investments Inc.; Hilton Head Island (SC); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to join our local branch on-site in Hilton Head Island.

You will be the face of Fidelity, delivering exceptional service, identifying client needs, and helping build lasting relationships through compliance and professional guidance. You will receive comprehensive training to prepare for FINRA licenses (Series 7 and 66) and opportunities for tuition reimbursement toward CFP or equivalent credentials, while joining a collaborative

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.
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses.
• our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Superb interpersonal skills and passion to engage with clients
• The ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity

Responsibilities

• Engage with clients to deepen relationships and provide exceptional service
• Assess client needs and identify opportunities for appropriate financial solutions
• Collaborate with team to support branch success and daily operations
• Assist in onboarding and training through Fidelity's programs

Skills

Customer service

Phone-based support

Financial services experience

License prep

Education

Degree or equivalent experience

Job description

Fidelity Investments Inc. is seeking a Financial Representative to join our local branch on-site in Hilton Head Island.

You will be the face of Fidelity, delivering exceptional service, identifying client needs, and helping build lasting relationships through compliance and professional guidance. You will receive comprehensive training to prepare for FINRA licenses (Series 7 and 66) and opportunities for tuition reimbursement toward CFP or equivalent credentials, while joining a collaborative