Client-Focused Financial Services Specialist

Fidelity Investments Inc.; Henderson (NV); On-site; USD 52,000 - 78,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Financial Representative who will be the official face of Fidelity in the branch, delivering exceptional client experiences and building lasting relationships.

You will work as a subject matter specialist in compliance and front lobby transactions, partnering to deepen client engagement and branch success. This role emphasizes technology adoption, strong interpersonal skills, and the ability to assess client needs and identify opportunities, while

Qualifications

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses.
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential).
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance.
• Superb interpersonal skills and passion to engage with clients.
• The ability to assess client needs and find opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity.

Responsibilities

• Act as the face of Fidelity in the branch, delivering rewarding client interactions.
• Identify opportunities to deepen client relationships and drive branch success.
• Provide daily support to Fidelity’s valued clients and manage inquiries.
• Support onboarding and training to align with Fidelity’s onsite working model.

Skills

Customer service

Phone-based support

Financial services experience

Series 7 license readiness

Series 66 license readiness

CFP prep

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Feedback orientation

Education

Bachelor’s degree or equivalent experience

CFP certification

Job description

Fidelity Investments Inc. is seeking a Financial Representative who will be the official face of Fidelity in the branch, delivering exceptional client experiences and building lasting relationships.

You will work as a subject matter specialist in compliance and front lobby transactions, partnering to deepen client engagement and branch success. This role emphasizes technology adoption, strong interpersonal skills, and the ability to assess client needs and identify opportunities, while