Investor Center Roles

Company Fidelity Investments
LocationMultiple Locations
TypeFull Time
ExperienceSeries 7 Licensed


Job Description:

Branch opportunities include managing high net worth accounts, providing financial planning and guidance, and offering service and operational expertise.

Some of the positions related to Branch Offices are Assistant Branch Manager and Branch Manager; Private Client Specialist; Account Executive; Investments Representative; and Financial Representative.



Responsibilities:

Responsibilities for these positions may include providing consultative investment and financial planning guidance and driving customer satisfaction to high levels.

Candidates for this position who have their series 7 and/or series 66 licenses along with service and/or sales experience in the financial industry and an in-depth understanding of financial markets are ideal.



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