Financial Services Professional

4 weeks ago


Lake Elmo, Minnesota, United States Fidelity Investments Full time
Job Description:

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 a plus
  • We will support you in obtaining the necessary FINRA licenses, including the Series 7 and 63
  • A degree and/or professional certifications are helpful, but not required

The Purpose of Your Role:

As a Financial Representative, you will have the opportunity to work with clients to understand their financial needs and provide personalized solutions. You will be responsible for identifying opportunities to deepen relationships and contribute to branch success.

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 Investments is committed to supporting the growth and development of our associates. We offer a competitive total rewards package, including a stable base salary, and a range of benefit programs to help you and your family strike the right balance.

The Value You Deliver:

  • You will be a key member of the team, providing support to 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 what you have learned with the team

Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA



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