Strategic Financial Rep: Client Impact & Tech-Savvy

Fidelity; United States; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Tuition reimbursement

In-branch training

Job summary

Fidelity is seeking a Financial Representative to serve as the branch face and deliver exceptional client experiences. You will engage with clients to deepen relationships, identify opportunities, and support compliant front-desk transactions.

In addition to developing relationships, you will pursue required licenses (Series 7/66) with company training and enjoy tuition reimbursement for CFP or related credentials as part of Fidelity's development program.

Qualifications

• Customer service or financial services experience preferred.
• Experience in banking or insurance is a plus.
• Willingness to pursue Series 7 and 66 licenses with training.
• Tuition reimbursement available for CFP or related credentials.

Responsibilities

• Serve as the branch face and deliver exceptional client experiences.
• Engage with clients to deepen relationships and uncover opportunities.
• Handle front lobby transactions with compliance and accuracy.

Skills

Customer service

Phone-based support

Financial services

Interpersonal skills

Attention to detail

Organizational skills

Curiosity

Education

Degree or equivalent experience

CFP or related credential beneficial

Job description

Fidelity is seeking a Financial Representative to serve as the branch face and deliver exceptional client experiences. You will engage with clients to deepen relationships, identify opportunities, and support compliant front-desk transactions.

In addition to developing relationships, you will pursue required licenses (Series 7/66) with company training and enjoy tuition reimbursement for CFP or related credentials as part of Fidelity's development program.