Fidelity TalentSource LLC | Financial Representative
7 days ago
Job Description:
This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025.
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We re Looking For
- Customer service, phone, or financial services experience will prepare you for this role
- Banking, insurance, or financial experience is an excellent addition to your experience
- We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
- Degree and/or other professional certifications are helpful; if you don t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
- Superb interpersonal skills and passion to engage with clients
- An aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable, collaborative, and curious are your "go to" attributes
Our Investments in You
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. And ouru202Fbenefit programsu202Fare designed to help you and your family strike the right balance.u00A0 We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding
The Value You Deliver
- A key member of the team, you are offering support to Fidelity s most valuable clients daily
- By identifying leads and making effective introductions, you are directly impacting the success of the branch
- Your efforts will be valued by clients and you will find working with those clients a rewarding experience
- As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a
Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelityu2014we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,
detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to
accommodations@fmr.com.-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFinancial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts on December 2nd *** •** The Role The Financial Services Associate, as part of...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Officer to work in Merrimack, NH! The Role The Security Representative is a Brand Ambassador for Global Security Operations who provides outstanding customer service during the course of their assigned duties...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Analyst, Financial Crimes Surveillance to work Hybrid at our Westlake, TX facility. The Role The Financial Crimes-Anti-Money Laundering Surveillance group plays a vital role in helping the firm meet its overall...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeResponsible for importing, cleaning, transforming, validating or modeling data for decision making purposes. May also be responsible for designing and developing relational databases, improving data quality and for designing or presenting conclusions gained from analyzing data using statistical tools like Microsoft Excel, SAS, SPSS and others. 6-9 years...
-
Durham, NC, United States Fidelity TalentSource LLC Full timeSecurity Receptionist Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Security Receptionist to work in Durham, NC! The Role The Security Receptionist conducts general front desk customer facing duties, such as answer general customer inquiries, create/issue badge...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Software Engineer in Merrimack, NH, Westlake, TX, or Durham, North Carolina! Senior Software Engineer In FFIO Market Data organization, we continually challenge the status quo, to process and deliver millions...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeScrum Master Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Scrum Master in Westlake, TX! The Role As a Scrum Master, you’ll be a part of highly collaborative, cross-functional Scrum teams within the Fidelity Wealth division of Fidelity. You will advise and...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Fraud Surveillance Analyst to work Hybrid at our Westlake, TX; Merrimack, NH; or Covington, KY facility. As a Fraud Surveillance Analyst, you work on the front lines, monitoring for evidence and signs that a...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Senior Mainframe Programmer to work in Fidelity’s Workplace Investing Business Unit in Westlake, TX. Seeking a Senior Software Engineer with superb technical skills to develop and maintain high volume production...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Contracts Manager to work in Boston, MA or Merrimack, NH. The Role The Contract Manager provides industry specific expertise and strategic and tactical direction in the development, negotiation, management and...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeSenior Data Modeler As the Senior Data Modeler supporting Workplace Investments (WI), you blend deep data modeling knowledge and Data Architecture experience to build Data Models for multiple Key initiatives. You have a curiosity about coaching, mentoring, and developing associates. In an agile structure you will collaborate with other leaders to establish...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeCYBERSECURITY ANALYST Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.! We are currently sourcing for a Cybersecurity Fraud Analyst to work in Westlake, TX. The Role As a Cybersecurity Analyst, you will work closely with peers within the Fraud Intelligence Unit to respond to active fraud events and...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Network Engineer to work in Fidelity’s Enterprise Infrastructure Group in Westlake TX or Merrimack NH. The Role The Senior Network Engineer is responsible for design, engineering, and implementation of Fidelity...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeWe are looking for a dedicated engineer to help build and scale our public cloud platforms. This engineering team is responsible for building scalable solutions to provide observability across the enterprise. The team works on diverse challenges that require engineers to work on building engineering solutions from scratch or building on opensource...
-
Merrimack, NH, United States Fidelity TalentSource LLC Full timeFidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Systems Engineer to work in Fidelity’s Enterprise Infrastructure Group in Merrimack, NH or Westlake, TX. The Role We are looking for a technologist to join the Enterprise Infrastructure Production support team. In...
-
Westlake, TX, United States Fidelity TalentSource LLC Full timeThe Role Fidelity is currently seeking top candidates to serve Fidelity as a Security Officer. This position is located in Westlake, TX. Are you eager to part of something positive and work within a dynamic and collaborative team environment? Our success as a firm is due to the personal responsibility and pride our associates take in getting things right,...
-
Durham, NC, United States Fidelity TalentSource LLC Full timeSr. Java Engineer Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Senior Java Software Engineer to work at Fidelity Investments in one of our regional locations: Durham, NC; Westlake, TX; Smithfield, RI; Merrimack, NH or Boston, MA. If you have a passion for working...
-
Durham, NC, United States Fidelity TalentSource LLC Full timeSoftware Engineer in Test The Role Everything starts with our customers. At Fidelity, we are dedicated and heavily invested in ensuring the products we deliver are of the highest quality, stability, and experience so that nothing gets in the way of our customers and their financial dreams. We are looking for a highly motivated software engineer in test who...
-
Durham, NC, United States Fidelity TalentSource LLC Full timeAs a Principal Cloud Engineer, you will utilize your strong Cloud experience to develop solutions in support of Fidelity Wealth development squads. This position involves working on an exceptionally talented team whose job is to build platforms and solutions in support of Fidelity’s cloud journey. The ideal candidate for this position will have a strong...
-
Boston, MA, United States Fidelity TalentSource LLC Full timeThe Role As a Social Media Editor/DP, you understand how to shoot and edit captivating content for the social space. You enjoy the support that comes with joining an outstanding team of production professionals, but you can operate on your own to get things done when needed. You’re quick to join the discussion and comfortable collaborating with creative...
