Financial Representative - Raleigh, NC

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

On-site health centers

Parent leave

Tuition reimbursement

Comprehensive training

Job summary

Fidelity Investments in Raleigh, NC seeks a Financial Representative to be the branch face, delivering exceptional client service and strengthening relationships. You will support lobby transactions, identify opportunities, and partner with specialists to deepen client engagement.

The role offers required FINRA licenses (Series 7 & 66) prep, a collaborative team environment, and comprehensive training to ensure compliance and success. Phased onsite model applies.

Qualifications

• Customer service, phone-based support, or financial services experience is a strong foundation.
• Experience in banking, insurance, or financial services is a plus.
• Series 7 and Series 66 licenses prep/resources provided.
• A degree or equivalent experience is beneficial (tuition reimbursement helps obtain CFP).
• Serve as a technology champion and adopt new tools to boost team performance.
• Excellent interpersonal skills with a passion to engage clients.
• Ability to assess client needs and identify opportunities.
• Attention to detail and strong prioritization.
• Organizational skills to manage multiple tasks.
• Open to feedback, collaboration, and curiosity.

Responsibilities

• Be the official face of Fidelity in the branch and strengthen client relationships.
• Help deepen relationships by identifying opportunities and making introductions.
• Support front lobby transactions and ensure compliant, smooth service.
• Participate in training and onboarding to stay up to date with regulatory requirements.

Skills

Customer service

Phone support

Financial services

Series 7 prep

Series 66 prep

CFP beneficial

Education

Degree or equivalent

Collaboration

Attention to detail

Needs assessment

Organizational skills

Education

Degree or equivalent

CFP benefits

Job description

Financial Representative - Raleigh, NC

Published: Aug 31

ID: 2134465

Fidelity is transitioning to a full-time onsite working model in phases by region and role. See job description for more information.

Onsite

Location

• Raleigh, NC

Team

• Customer Service

Experience Level

Associate

FINRA Licenses

Series 07 - FINRA, Series 66 - FINRA

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.

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

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.

Company overview

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.

Reasonable accommodations

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Applicant screening

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.