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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 have rewarding interactions with clients, acting as a subject matter specialist in compliance and front lobby transactions, and contributing to branch success by identifying opportunities to deepen relationships.
Responsibilities
- Act as the official face of Fidelity, inspiring client dedication and engagement.
- Develop long-lasting positive relationships with Fidelity.
- Have rewarding interactions with clients.
- Serve 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.
- Be a technology champion for the branch, adopting new technology and sharing learnings with the team.
Requirements
- Customer service, phone, or financial services experience is required.
- Banking, insurance, or financial experience is an excellent addition.
- Willingness to learn FINRA licensing material and obtain Series 7 and 66 licenses.
- Fidelity will not provide immigration sponsorship for this position.
- Laws and regulations 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
- Entry Level
Education Level
- Degree and/or other professional certifications are helpful
- Tuition Reimbursement program available for CFP or degree attainment
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
- Generous parental leave
- Charitable giving employee match program
- Educational assistance
- Student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
About the Company
- Fidelity believes that its greatest advantage is its people and approaches life holistically.
- 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.