Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Financial Representative, you will be the official face of Fidelity, making a key impact on the branch atmosphere. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. Your mission is to have rewarding interactions with clients, acting as a subject matter specialist in compliance and front lobby transactions, partnering to contribute to branch success by identifying opportunities to deepen relationships.

Responsibilities

Act as a subject matter specialist in compliance and all front lobby transactions.
Partner and contribute to branch success by identifying opportunities to deepen relationships.
Offer support to Fidelity’s most valuable clients daily.
Identify leads and make effective introductions, directly impacting the success of the branch.
Act as a technology champion for the branch, being an early adopter of technology and sharing learned information with the team.

Requirements

Customer service, phone, or financial services experience will prepare you for this role.
Banking, insurance, or financial experience is an excellent addition.
Willingness to learn FINRA licensing material and work to obtain the Series 7 and 66 licenses.
Fidelity’s business is governed by various acts and regulations which may restrict hiring individuals with certain Criminal Histories.

Skills

Superb interpersonal skills
Passion to engage with clients
Aptitude to assess client needs and identify opportunities
Remarkable attention to detail
Ability to prioritize
Organizational skills to manage multiple tasks
Being coachable
Being collaborative
Being curious

Location

Onsite

Work Type

Full-time

Experience Level

Not specified

Education Level

Degree and/or other professional certifications are helpful.
Tuition Reimbursement program available for obtaining certifications like CFP or degree.
Series 07 - FINRA

Salary/Compensations

$45,000 - $75,000 per year

Benefits

Competitive total rewards package
Stable base salary
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 including student loan repayment
Tuition reimbursement
Learning resources to develop your career

About the Company

Fidelity believes that its greatest advantage is its people, and it is important to approach life holistically.
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.

Equal Opportunity

Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.