Financial Services Advisor — Series 7/66 Prep

Fidelity Investments Inc.; Winston-Salem (NC); In loco; USD 42.000 - 56.000; Tempo pieno

Vantaggi offerti da questo lavoro

Tuition reimbursement

In-branch training

Descrizione del lavoro

Fidelity Investments Inc. in Winston-Salem, NC seeks a Financial Representative who will be the face of the branch, delivering friendly, compliant service and developing long-lasting client relationships.

You will support daily lobby transactions, uphold integrity, and partner with the team to grow business. The role includes opportunities to pursue Series 7 and 66 licenses, potential CFP credential via tuition reimbursement, and comprehensive training; Fidelity emphasizes on-site work, a

Competenze

• Experience in customer service or financial services is a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Tuition reimbursement program to help obtain CFP, degree, or equivalent credential.
• Serve as a technology champion within the branch, embracing new tools and sharing knowledge.

Mansioni

• Provide daily support to Fidelity’s valued clients and deliver an exceptional experience.
• Assist branch team in opportunities to deepen client relationships and drive branch success.
• Contribute to onboarding and training; uphold regulatory and company standards.
• Embrace feedback, foster collaboration, and adapt to new tools and processes.

Conoscenze

Customer service

Phone-based support

Financial services

Licensing prep

Education reimbursement

Technology adoption

Interpersonal skills

Client needs assessment

Attention to detail

Organizational skills

Feedback and collaboration

Formazione

Bachelor's degree or equivalent

Descrizione del lavoro

Fidelity Investments Inc. in Winston-Salem, NC seeks a Financial Representative who will be the face of the branch, delivering friendly, compliant service and developing long-lasting client relationships.

You will support daily lobby transactions, uphold integrity, and partner with the team to grow business. The role includes opportunities to pursue Series 7 and 66 licenses, potential CFP credential via tuition reimbursement, and comprehensive training; Fidelity emphasizes on-site work, a