Client‑Focused Financial Representative | Training & Licensing

Fidelity; United States; Vor Ort; USD 52.000 - 76.000; Vollzeit

Benefits dieser Stelle

Tuition reimbursement

Zusammenfassung

Fidelity is seeking a Financial Representative to be the face of the branch, delivering exceptional client experiences and building lasting relationships. You will support front lobby transactions, ensuring compliance and a welcoming atmosphere for clients.

The role includes preparation for Series 7 and Series 66 licenses, with tuition reimbursement opportunities to pursue CFP or other credentials. This position emphasizes relationship growth, technology adoption, and teamwork within an onsite

Qualifikationen

• Customer service or financial services experience forms strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Series 7 and Series 66 licenses prep is provided.
• Tuition reimbursement can help obtain a CFP, degree, or equivalent credential.

Aufgaben

• Be the official face of Fidelity and develop long-lasting client relationships.
• Assist with front lobby transactions and branch operations.
• Identify opportunities to deepen client relationships and grow business.
• Collaborate with the team to support branch success.

Kenntnisse

Customer service

Phone support

Financial services

Licensing prep

CFP eligible

Technology champion

Interpersonal skills

Client needs

Attention to detail

Organizational skills

Ausbildung

Degree or equivalent

Jobbeschreibung

Fidelity is seeking a Financial Representative to be the face of the branch, delivering exceptional client experiences and building lasting relationships. You will support front lobby transactions, ensuring compliance and a welcoming atmosphere for clients.

The role includes preparation for Series 7 and Series 66 licenses, with tuition reimbursement opportunities to pursue CFP or other credentials. This position emphasizes relationship growth, technology adoption, and teamwork within an onsite