Client-Focused Financial Advisor – Onsite Training
Job in
New Haven, New Haven County, Connecticut, 06540, USA
Listed on 2026-08-24
Listing for:
Fidelity Investments
Apprenticeship/Internship
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch, delivering superior client service and trusted guidance. You will support lobby transactions, assess client needs, and collaborate to deepen relationships with Fidelity products.
The role emphasizes integrity and teamwork, with formal training for Series 7/66 licenses and opportunities to obtain CFP credentials through the firm’s tuition reimbursement program.
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