Client-Focused Financial Services Representative

Fidelity; United States; On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Training in-branch/on-site

Competitive total rewards package

Onsite work model

Job summary

Fidelity is seeking a Financial Representative to be the face of the branch, delivering rewarding client interactions and building long-lasting relationships. You will handle front lobby transactions, ensure compliance, and partner with the team to drive branch success.

The role includes in-branch training, a competitive base salary, and support for industry licensing (Series 7, 66) with tuition reimbursement for CFP or related credentials; onsite work model currently in effect.

Qualifications

• Customer service or financial services experience provides a strong foundation.
• Experience in banking or insurance is a plus.
• Licensing prep for Series 7 and Series 66 is provided.
• Tuition reimbursement can help obtain CFP or related credentials.

Responsibilities

• Provide daily support to Fidelity's valued clients.
• Be the face of the branch and deepen client relationships.
• Assist with front lobby transactions and ensure compliance.
• Partner with the team to drive branch success.

Skills

Customer service

Phone-based support

Financial services experience

Banking experience

Attention to detail

Education

Bachelor's degree or equivalent

Certifications beneficial (CFP, etc.)

Job description

Fidelity is seeking a Financial Representative to be the face of the branch, delivering rewarding client interactions and building long-lasting relationships. You will handle front lobby transactions, ensure compliance, and partner with the team to drive branch success.

The role includes in-branch training, a competitive base salary, and support for industry licensing (Series 7, 66) with tuition reimbursement for CFP or related credentials; onsite work model currently in effect.