Onsite-Ready Financial Rep | Licensing & Training

Soteria Reinsurance Ltd.; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Job summary

Fidelity Investments in Center Valley, PA seeks a Financial Representative to be the face of the branch, delivering friendly service and building lasting client relationships. You will support daily lobby and client interactions, help identify opportunities, and work toward Series 7/66 licensing with strong training and onboarding.

The role emphasizes teamwork, accuracy, and using new tools to enhance client service, with onsite work and ongoing professional development.

Qualifications

• Customer service or financial services experience is a strong foundation.
• Experience in banking, insurance, or financial services is a plus.
• Pursuit of Series 7 and 66 licenses with training provided.
• A degree or equivalent experience, CFP or related certification is beneficial.
• Strong tech adoption and training will help leverage tools in-branch.
• Excellent interpersonal skills and ability to engage clients.

Responsibilities

• Provide daily support to Fidelity’s valued clients and deliver an exceptional experience.
• Proactively identify opportunities and make effective introductions to deepen client relationships.
• Support front lobby transactions and remain compliant with industry regulations.
• Collaborate with team members to uphold Fidelity's client service standards.

Skills

Customer service

Financial services experience

Series 7 license

Series 66 license

Technology champion

Interpersonal skills

Needs assessment

Attention to detail

Organization

Client relationship development

Education

Bachelor's degree or equivalent experience

CFP certification beneficial

Tools

N/A

Job description

Fidelity Investments in Center Valley, PA seeks a Financial Representative to be the face of the branch, delivering friendly service and building lasting client relationships. You will support daily lobby and client interactions, help identify opportunities, and work toward Series 7/66 licensing with strong training and onboarding.

The role emphasizes teamwork, accuracy, and using new tools to enhance client service, with onsite work and ongoing professional development.