Financial Services Professional
4 weeks ago
We are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our valued clients.
The Expertise We're Looking For:
- Experience in customer service, phone, or financial services 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 63
- Degree and/or professional certifications are helpful, and our Tuition Reimbursement program can assist you in obtaining one
The Purpose of Your Role:
As a Financial Representative, you will have the opportunity to make a meaningful impact on our branch atmosphere and client relationships. You will partner with our clients to identify opportunities to deepen their relationships with Fidelity and contribute to branch success.
The Skills You Bring:
- Excellent interpersonal skills and a passion for engaging with clients
- 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 essential attributes
Our Investments in You:
Fidelity's greatest advantage is our people, and we believe in approaching life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance.
The Value You Deliver:
- You will be a key member of the team, supporting Fidelity's most valuable clients daily
- 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 66 - FINRA
Category: Customer Service
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 every other week (all business days, M-F) in a Fidelity office.
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