Client-Focused Financial Representative | Training & Growth

Fidelity; United States; On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Tuition reimbursement program

Training and onboarding programs

Competitive base salary

Job summary

Fidelity is seeking a Financial Representative to serve as the face of the branch, delivering rewarding client interactions and upholding integrity and honesty in daily engagements.

You will collaborate with the team to deepen client relationships, support front lobby transactions, and contribute to branch success. Training and onboarding are provided to ensure readiness for licensing requirements.

Qualifications

• Customer service or financial services experience provides a strong foundation.
• Experience in banking, insurance, or financial services is a plus.
• Series 7 and Series 66 licenses will be prepared for.
• Tuition reimbursement can help obtain CFP or equivalent credential.
• Embraces new tools as an early adopter to enhance team performance.
• Strong client engagement and attention to detail.

Responsibilities

• Provide daily support to Fidelity's valued clients and deliver an exceptional experience.
• Identify opportunities and make introductions to deepen client relationships.
• Support front lobby transactions and contribute to branch success.
• Collaborate with team to drive branch growth and client satisfaction.

Skills

Customer service

Interpersonal skills

Client needs assessment

Attention to detail

Organizational skills

Education

Bachelor's degree or equivalent experience

CFP or equivalent credential beneficial

Job description

Fidelity is seeking a Financial Representative to serve as the face of the branch, delivering rewarding client interactions and upholding integrity and honesty in daily engagements.

You will collaborate with the team to deepen client relationships, support front lobby transactions, and contribute to branch success. Training and onboarding are provided to ensure readiness for licensing requirements.