Client-Focused Financial Representative for Growth

Fidelity Investments Inc.; The Villages (FL); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Tuition reimbursement

Comprehensive training

Job summary

Fidelity Investments Inc. in Florida seeks a Financial Representative to serve as the official face of Fidelity in the branch, delivering trusted service and building long-lasting client relationships.

You will handle front lobby transactions, support compliance, and partner with the team to deepen client engagement while pursuing Series 7 and 66 licenses with supported training. The role emphasizes customer service, attention to detail, and adaptability as Fidelity transitions to onsite work,

Qualifications

• Customer service experience in financial services preferred.
• Ability to pursue Series 7 and 66 licenses with provided training.
• Degree or certifications helpful (tuition reimbursement for CFP or equivalent).
• Strong communication and relationship-building skills.

Responsibilities

• Provide exceptional service to Fidelity clients in branch and on phone.
• Identify client needs and opportunities to deepen relationships.
• Support compliance and front lobby transactions.
• Collaborate with team to contribute to branch success and training adoption.

Skills

Customer service

Phone support

Financial services

Series 7 prep

Series 66 prep

Education/certifications

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments Inc. in Florida seeks a Financial Representative to serve as the official face of Fidelity in the branch, delivering trusted service and building long-lasting client relationships.

You will handle front lobby transactions, support compliance, and partner with the team to deepen client engagement while pursuing Series 7 and 66 licenses with supported training. The role emphasizes customer service, attention to detail, and adaptability as Fidelity transitions to onsite work,