Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Financial Representative - Albany, NY role.
Rezi rewrites your resume against Fidelity Investments's job description. Free.
Tailor your resume to this Financial Representative - Albany, NY role.
Rezi rewrites your resume against Fidelity Investments's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Financial Representative - Albany, NY posting at Fidelity Investments — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Financial Representative - Albany, NY posting at Fidelity Investments — free, in seconds.
About the Role
As a Financial Representative, you will be the face of Fidelity, inspiring client dedication and engagement to develop long-lasting positive relationships. You will be 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.
- Manage compliance and all front lobby transactions.
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 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.
Skills
- Customer service
- Phone-based support
- Financial services experience
- Banking
- Insurance
- Technology
- Interpersonal skills
- Client engagement
- Needs assessment
- Attention to detail
- Prioritization
- Organizational skills
- Collaboration
- Curiosity
Location
- Onsite
Work Type
- Full-time
Experience Level
- Entry Level
Education Level
- Degree or equivalent experience
- Professional certifications
Salary/Compensations
- $45,000 - $75,000 per year
Benefits
- Competitive total rewards package
- Stable base salary
- Benefit programs designed to help you and your family strike the right balance
- Training in-branch, regionally, nationally, and virtually
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- 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’s greatest advantage is our people, and we believe 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
- Fidelity will not provide immigration sponsorship for this position.