Client-Focused Financial Representative
Listed on 2026-10-06
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Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant, Banking & Finance
Fidelity Investments Inc. in Florida seeks a Financial Representative to serve as the official face of Fidelity in the branch, delivering trusted service and building long-lasting client relationships.
You will handle front lobby transactions, support compliance, and partner with the team to deepen client engagement while pursuing Series 7 and 66 licenses with supported training. The role emphasizes customer service, attention to detail, and adaptability as Fidelity transitions to onsite work,
Our team is growing, and we are hiring a Client-Focused Financial Representative for Growth in The Villages, FL, United States.
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.
This posting is for the Client-Focused Financial Representative for Growth role at Fidelity Investments Inc., based in The Villages, FL, United States.
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