Client-Focused Financial Representative (Series 7/66 Ready)

Fidelity Investments Inc.; Raleigh (NC); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Tuition reimbursement

Job summary

Fidelity Investments Inc. is seeking a Financial Representative to act as the face of the branch, delivering high-quality client experiences and building lasting relationships.

You will support front lobby transactions, engage with clients, and collaborate with the team to drive branch success. The role includes preparation for Series 7 and 66 licenses and may involve onsite work as Fidelity transitions to an onsite model.

Qualifications

• Customer service or financial services experience is a strong foundation.
• Experience in banking or financial services is a plus.
• Tuition reimbursement can help obtain CFP, degree, or credential.
• Serve as a technology champion and early adopter of new tools.

Responsibilities

• Provide daily support to Fidelity’s most valued clients and deliver an exceptional experience.
• Identify opportunities and make effective introductions to deepen client relationships.
• Partner with the team to contribute to branch success and client engagement.

Skills

Customer service

Phone-based support

Interpersonal skills

Client needs assessment

Attention to detail

Organizational skills

Collaboration

Curiosity

Education

Bachelor’s degree or equivalent experience

Job description

Fidelity Investments Inc. is seeking a Financial Representative to act as the face of the branch, delivering high-quality client experiences and building lasting relationships.

You will support front lobby transactions, engage with clients, and collaborate with the team to drive branch success. The role includes preparation for Series 7 and 66 licenses and may involve onsite work as Fidelity transitions to an onsite model.