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Client-Focused Financial Advisor; Series Training

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Fidelity Investments
Apprenticeship/Internship position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client-Focused Financial Advisor (Series 7/66 Training)
A prominent financial services company is seeking a Financial Representative in Charlotte, NC, who will act as a key point of contact for clients. This role involves developing long-lasting relationships, engaging clients, and supporting branch transactions. Ideal candidates will have customer service experience, possess strong interpersonal skills, and be eager to learn. The company offers training, a competitive base salary, and benefits designed to promote a holistic life balance.

Hybrid work model available.
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