Financial Representative - Exton, PA

Fidelity Investments; Exton (PA); On-site; USD 42,000 - 65,000; Full time

Job summary

Fidelity Investments in Exton, PA is seeking a Financial Representative to serve as the face of the branch, delivering friendly, compliant service and building lasting client relationships. You will engage with clients, handle front lobby transactions, and identify opportunities to deepen accounts through trusted guidance.

Qualifications include customer service or financial services experience, with the potential to pursue Series 7 and 66 licenses; a degree or equivalent experience helps, and

Qualifications

• Experience in customer service or financial services is preferred.
• Willingness to pursue Series 7 and Series 66 licenses.
• A degree or equivalent experience is beneficial; tuition reimbursement can support CFP or credential attainment.
• Strong interpersonal and client-facing skills are essential.
• Attention to detail and ability to manage multiple tasks is important.

Responsibilities

• Provide daily support to Fidelity’s clients at the branch and ensure a welcoming, compliant experience.
• Deliver an exceptional client experience and strengthen relationships through thoughtful engagement.
• Identify opportunities to deepen client relationships and make effective introductions.
• Assist with front lobby transactions and uphold compliance and regulatory standards.

Skills

Customer service

Phone-based support

Financial services

Series 7 & 66 licenses

CFP pathway

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Education

Degree or equivalent experience

CFP certification or credential (beneficial)

Job description

Job Description

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long‑lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.

The Expertise and Skills You Bring

• 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

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Benefits

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in‑branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Fidelity’s Onsite Working Model

Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100 % onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Series 07 - FINRA, Series 66 - FINRA

Category

Customer Service

Legal Disclaimer

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.