Client-Focused Financial Representative (Onsite)

Soteria Reinsurance Ltd.; Ohio; On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training

Job summary

Fidelity Investments invites a Financial Representative to join the Cleveland East branch. As the face of Fidelity, you will deliver exceptional client service, engage clients to deepen relationships, and support front lobby transactions with a focus on compliance and accuracy.

The role emphasizes collaboration with the team, ongoing training, and opportunities to pursue Series 7 and 66 licenses. A strong service mindset and ability to leverage new tools are essential for success.

Qualifications

• Experience in customer service or financial services.
• Willingness to obtain Series 7 and Series 66 licenses.
• Degree or equivalent experience; CFP/certifications are a plus.

Responsibilities

• Serve as the official face of Fidelity in the Cleveland East branch.
• Provide exceptional client service and engage clients to deepen relationships.
• Support front lobby transactions and compliance with industry regulations.
• Embrace new tools and act as a tech champion within the branch.

Skills

Customer service

Phone support

Financial services experience

Interpersonal skills

Needs assessment

Attention to detail

Technology champion

Education

Bachelor's degree or equivalent experience

Tools

Financial software

Job description

Fidelity Investments invites a Financial Representative to join the Cleveland East branch. As the face of Fidelity, you will deliver exceptional client service, engage clients to deepen relationships, and support front lobby transactions with a focus on compliance and accuracy.

The role emphasizes collaboration with the team, ongoing training, and opportunities to pursue Series 7 and 66 licenses. A strong service mindset and ability to leverage new tools are essential for success.