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Client-Facing Financial Rep
Job in
Greensboro, Guilford County, North Carolina, 27497, USA
Listed on 2026-08-29
Listing for:
Fidelity Investments Inc.
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Fidelity Investments Inc. in Greensboro, NC seeks a Financial Representative to serve as the friendly face of the branch, delivering high-quality client service and identifying opportunities to deepen relationships.
You'll support front lobby transactions, maintain compliance, and work toward securities licenses (Series 7 and 66) with company-provided training and tuition reimbursement for CFP or equivalent credentials. The role follows Fidelity's onsite working model.
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