Financial Representative - Irvine, CA

What you’d do

Serve as the face of a Fidelity branch in Irvine, handling front lobby transactions and client interactions while building relationships and deepening engagement. Full time; the role requires obtaining Series 7 and Series 66 licenses, with support provided. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Customer service, phone support, or financial services experience
• Series 7 and Series 66 licenses (required, support provided)
• Compliance knowledge for front lobby transactions
• Client relationship building