Financial Representative

4 weeks ago

Highland Park, Illinois, United States Fidelity TalentSource LLC Full time
Job Description:

As a Financial Representative at Fidelity, you will play a key role in building strong relationships with clients and helping them achieve their financial goals. Your expertise in customer service, phone, or financial services will serve as a solid foundation for this role. We will support you in obtaining the necessary FINRA licenses, including the Series 7 and 66, to ensure your success.

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 provide you with the necessary training and support 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

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 the branch team to identify opportunities to deepen relationships and provide solutions to meet our clients' needs.

The Skills You Bring
  • Excellent interpersonal skills and a passion for engaging with clients
  • An ability 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 essential attributes
Our Investments in You

Fidelity is committed to providing a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer training in-branch, regionally, nationally, and virtually to help you succeed in your role. You will have the opportunity to work with a talented team and contribute to the success of the branch.

The Value You Deliver
  • You will be a key member of the team, providing support to our clients and helping them achieve their financial goals
  • By identifying leads and making effective introductions, you will directly impact 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 your knowledge with the team
Certifications:

Series 07 - FINRA, Series 63 - 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.

At Fidelity, you will find endless opportunities to build a meaningful career that positively impacts people's 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 Fidelity—we 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.

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@.

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