Client-Focused Financial Representative | Series 7/66 Prep

Fidelity; United States; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training programs

Job summary

Fidelity seeks a Financial Representative to serve as the face of the branch, delivering exceptional client service and developing long-lasting relationships. You will work as a subject matter expert in compliance and front lobby transactions, partnering with the team to drive branch success.

The role supports ongoing training for Series 7 and 66 licenses, with tuition reimbursement for CFP or degree goals.

Qualifications

• Customer service or financial services experience preferred.
• Experience in banking, insurance, or financial services is a plus.
• Series 7 and Series 66 licensing prep is provided.
• Tuition reimbursement may help obtain CFP or degree.
• Strong client engagement and relationship-building required.

Responsibilities

• Provide daily support to Fidelity's valued clients and strengthen client relationships.
• Proactively identify opportunities and make introductions to deepen relationships.
• Serve as a technology champion in the branch, embracing and sharing new tools.

Skills

Customer service

Financial services

CFP prep beneficial

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Collaboration

Education

Degree or equivalent experience

Job description

Fidelity seeks a Financial Representative to serve as the face of the branch, delivering exceptional client service and developing long-lasting relationships. You will work as a subject matter expert in compliance and front lobby transactions, partnering with the team to drive branch success.

The role supports ongoing training for Series 7 and 66 licenses, with tuition reimbursement for CFP or degree goals.