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About the Role
As a Financial Representative, you will be the official face of Fidelity, inspiring client dedication and engagement to develop long-lasting positive relationships. You will serve as a subject matter specialist in compliance and front lobby transactions, partnering to deepen client relationships and contribute to branch success.
Responsibilities
- Serve as a technology champion within the branch, embracing new tools and sharing knowledge.
- Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience.
- Proactively identify opportunities and make effective introductions to drive branch success and growth.
Requirements
- Customer service, phone-based support, or financial services experience provides a strong foundation.
- Experience in banking, insurance, or financial services is a plus.
- Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses.
- A degree, equivalent experience, or other professional certifications are beneficial.
- Superb interpersonal skills and passion to engage with clients.
- Ability to assess client needs and find opportunities.
- Remarkable attention to detail and ability to prioritize.
- Organizational skills to manage multiple tasks.
- Embraces feedback, fosters collaboration, and approaches challenges with curiosity.
- Fidelity’s business is governed by various laws and regulations that may restrict hiring individuals with certain Criminal Histories.
Skills
- Customer service
- Phone-based support
- Financial services experience
- Banking experience
- Insurance experience
- Technology champion
- Interpersonal skills
- Client engagement
- Needs assessment
- Attention to detail
- Prioritization
- Organizational skills
- Collaboration
Location
- Onsite
Work Type
- Full-time
Experience Level
- Entry level
Education Level
- Degree or equivalent experience
Salary/Compensations
- $45,000 - $75,000 per year
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement plans
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance
- Student loan repayment
- Tuition reimbursement
- Learning resources
About the Company
- Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
- Our benefit programs are designed to help you and your family strike the right balance.
- We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
Equal Opportunity
- Fidelity will not provide immigration sponsorship for this position.