Financial Services Professional

1 week ago


Shrewsbury, Massachusetts, United States Fidelity TalentSource LLC Full time

At Fidelity, we believe that as a Financial Representative, you play a vital role in shaping the branch atmosphere. You are the official face of our company, and through your integrity and honesty, you inspire client dedication and engagement to develop long-lasting positive relationships with us.

We are seeking an individual who possesses customer service, phone, or financial services experience, as this will prepare you for this role. Banking, insurance, or financial experience is also an excellent addition to your background. We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses. A 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

Your mission as a Financial Representative is 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
  • You possess superb interpersonal skills and a passion to engage with clients.
  • You have an aptitude to assess client needs and identify opportunities.
  • Remarkable attention to detail and ability to prioritize are essential.
  • You have organizational skills to manage multiple tasks.
  • You are coachable, collaborative, and curious.
Our Investments in You

We offer a competitive total rewards package, including a stable base salary of $65,000 per year, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. You will not fail due to a lack of training or onboarding.

We provide training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will be a key member of the team, offering support to our 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 63 - FINRA, Series 65 - 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.



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