Client-Focused Financial Services Rep

Soteria Reinsurance Ltd.; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Training program

Onsite onboarding

Job summary

Fidelity Investments is seeking a Financial Representative to act as the first point of contact for clients, delivering exceptional service and engaging clients to foster long-term relationships. The role emphasizes compliance, front-lobby interactions, and opportunities to deepen client relationships.

The position supports a branch-focused team, with training pathways for Series 7 and Series 66 licenses and onboarding to ensure readiness for client engagement and regulatory requirements.

Qualifications

• Customer service, phone-based or financial services experience required.
• Experience in banking, insurance, or financial services is a plus.
• Willingness to pursue Series 7 and Series 66 licenses with provided training.

Responsibilities

• Provide daily support to Fidelity’s valued clients and contribute to a positive branch atmosphere.
• Engage with clients to deepen relationships and identify opportunities for service.
• Partner with team to ensure compliant, front-lobby operations and high-quality client interactions.
• Embrace feedback, collaborate, and stay curious to improve performance.

Skills

Customer service

Phone-based support

Financial services experience

Banking experience

Insurance experience

Licensing prep

CFP qualification

Interpersonal skills

Client needs assessment

Attention to detail

Organizational skills

Feedback & collaboration

Education

Bachelor's degree or equivalent

Job description

Fidelity Investments is seeking a Financial Representative to act as the first point of contact for clients, delivering exceptional service and engaging clients to foster long-term relationships. The role emphasizes compliance, front-lobby interactions, and opportunities to deepen client relationships.

The position supports a branch-focused team, with training pathways for Series 7 and Series 66 licenses and onboarding to ensure readiness for client engagement and regulatory requirements.