Client-Centric Financial Advisor
Job in
Exton, Chester County, Pennsylvania, 19341, USA
Listed on 2026-07-19
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-19
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity Investments in Exton, PA is seeking a Financial Representative to serve as the face of the branch, delivering friendly, compliant service and building lasting client relationships. You will engage with clients, handle front lobby transactions, and identify opportunities to deepen accounts through trusted guidance.
Qualifications include customer service or financial services experience, with the potential to pursue Series 7 and 66 licenses; a degree or equivalent experience helps, and
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