Client Relationship Financial Advisor

Fidelity Investments; Fort Myers (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Tuition reimbursement

Training programs

Competitive pay

Job summary

Fidelity Investments in Fort Myers, FL requires a Financial Representative to be the trusted face of the branch, delivering outstanding client service and fostering long-term relationships. You will handle front lobby transactions with integrity and support a culture of feedback and collaboration.

Role includes preparation for Series 7 and Series 66 licenses, with tuition reimbursement and training opportunities to advance credentials.

Qualifications

• Customer service, phone-based 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 (tuition reimbursement can help obtain CFP, degree, or equivalent credential).
• Serve as a technology champion within the branch, embracing new tools and sharing knowledge to enhance team capabilities.

Responsibilities

• Provide daily support to Fidelity’s clients and deliver an exceptional experience that strengthens relationships.
• Identify opportunities and make effective introductions to drive branch growth.
• Partner with teams to deepen client relationships and contribute to branch success.

Skills

Customer service

Banking experience

Licensing readiness (Series 7/66)

Education / credentials

Technology adoption

Interpersonal skills

Needs assessment

Attention to detail

Organization

Team collaboration

Education

Bachelor's degree or equivalent

CFP or related credential helpful

Job description

Fidelity Investments in Fort Myers, FL requires a Financial Representative to be the trusted face of the branch, delivering outstanding client service and fostering long-term relationships. You will handle front lobby transactions with integrity and support a culture of feedback and collaboration.

Role includes preparation for Series 7 and Series 66 licenses, with tuition reimbursement and training opportunities to advance credentials.