Client-Focused Financial Representative (Onsite) | Series 7/66 Prep

Soteria Reinsurance Ltd.; Dunwoody, Northern (GA, KY); Hybrid; USD 55,000 - 70,000; Full time

Job summary

Fidelity Investments in Dunwoody, GA is seeking a Financial Representative to be the face of the branch, delivering outstanding client service while supporting daily lobby operations. You will help assess client needs, introduce financial solutions, and deepen relationships through trusted advice.

The role emphasizes regulatory readiness with Series 7 and 66 licenses, collaboration with teammates, and a proactive approach to adopting new tools.

Qualifications

• Customer service experience in financial services or banking environments.
• Licensing and regulatory readiness are required (Series 7 and 66).
• Degree or equivalent experience, CFP certification beneficial; tuition reimbursement may apply.

Responsibilities

• Provide daily lobby support and customer service as the face of the branch.
• Identify client needs and introduce appropriate financial solutions.
• Work to deepen client relationships and contribute to branch growth.
• Embrace new tools and technology to enhance service delivery and efficiency.

Skills

Customer service

Financial services experience

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Team collaboration

Technology adoption

Education

Bachelor's degree or equivalent

CFP certification beneficial

Series 7 license

Series 66 license

Job description

Fidelity Investments in Dunwoody, GA is seeking a Financial Representative to be the face of the branch, delivering outstanding client service while supporting daily lobby operations. You will help assess client needs, introduce financial solutions, and deepen relationships through trusted advice.

The role emphasizes regulatory readiness with Series 7 and 66 licenses, collaboration with teammates, and a proactive approach to adopting new tools.