Client-Driven Financial Advisor; Series
Listed on 2026-10-06
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Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Fidelity Investments Inc. is seeking a Financial Representative to serve as the branch's official face, delivering exceptional client experiences and strengthening relationships.
You will operate as a compliance-savvy front-lobby specialist while pursuing Series 7 and Series 66 licenses with strong support from the company. The role emphasizes customer service, technology adoption, and the ability to identify opportunities to deepen client engagement in an onsite, branch-based environment.
Are you ready to take on the Client-Driven Financial Advisor (Series 7/66 Ready) role at Fidelity Investments Inc.?
Full responsibilities and requirements are described in the listing above.
Learn more about the Client-Driven Financial Advisor (Series 7/66 Ready) role in the description above.
We appreciate your interest in this position.
Join Fidelity Investments Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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