Financial Representative

1 week ago


Brockton, Massachusetts, United States Fidelity TalentSource LLC Full time
Job Description:

We are seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our branch, you will play a vital role in building strong relationships with our clients and driving business growth.

The Expertise We're Looking For:
  • Customer service, phone, or financial services experience is highly valued
  • Banking, insurance, or financial experience is an excellent addition to your background
  • We will support you in obtaining the necessary FINRA licenses, including the Series 7 and 66
  • Degree and/or professional certifications are helpful, but not required
The Purpose of Your Role:

As a Financial Representative, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will work closely with our team to identify opportunities to deepen relationships and drive business growth.

The Skills You Bring:
  • Superb interpersonal skills and a passion for engaging with clients
  • An aptitude for assessing client needs and identifying opportunities
  • Remarkable attention to detail and ability to prioritize
  • Organizational skills to manage multiple tasks
  • Being coachable, collaborative, and curious are essential attributes
Our Investments in You:

Fidelity is committed to investing in our associates and providing a competitive total rewards package. This includes a stable base salary, training and development opportunities, and a range of benefits to support your well-being.

The Value You Deliver:
  • You will be a key member of our team, providing support to our clients and driving business growth
  • You will identify leads and make effective introductions, directly impacting the success of our branch
  • You will be a technology champion for our branch, adopting new technologies and sharing your knowledge with the team
Certifications:

Series 0- FINRA, Series 6- 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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.

Why Join Us:

Fidelity is a top 10 Best Place to Work in 2024, as recognized by our employees. We offer a range of opportunities for learning and development, a competitive total rewards package, and a hybrid working model that blends the best of both onsite and offsite work experiences.

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require a preliminary credit check, background investigation, and pre-employment drug screen.



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