Client‑Focused Financial Specialist (Series 7/66 Ready
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-07-31
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Fidelity Investments in Carmel, IN seeks a Financial Representative who serves as the face of the branch, delivering quality client service and building long-lasting relationships. You will engage clients, identify needs, and guide conversations toward appropriate solutions while upholding compliance and integrity.
The role includes collaboration with team members, on-the-job training, and preparation for Series 7 and Series 66 licenses.
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