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About the Role
As a Financial Representative, you are the official face of Fidelity, making a key impact on the branch atmosphere. You will inspire client dedication and engagement, developing long-lasting positive relationships. Your mission is to have rewarding interactions with clients, serving as a subject matter specialist in compliance and front lobby transactions, and contributing to branch success by finding opportunities to deepen relationships.
Responsibilities
- Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance.
- Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships.
- Proactively identify opportunities and make effective introductions to drive the success and growth of the branch.
Requirements
- Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
- 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.
- The 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
- Professional certifications
Salary/Compensations
- Stable base salary
Benefits
- Tuition reimbursement program
- Training in-branch, regionally, nationally, and virtually
- Competitive total rewards package
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.
- Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
- Onsite expectations are likely to evolve as the rollout continues.
Equal Opportunity
- Fidelity will not provide immigration sponsorship for this position.
- Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.