Financial Representative

1 day ago

Orland Park, Illinois, 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 helping them achieve their financial goals.

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 Series 7 and 66 licenses
  • 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 provide solutions to meet our clients' financial needs.

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:

We offer a competitive total rewards package, including a stable base salary, to recognize your achievements. Our benefit programs are designed to help you and your family strike the right balance. We also provide training in-branch, regionally, nationally, and virtually to help you succeed in your role.

The Value You Deliver:
  • You will be a key member of our team, supporting our most valuable clients daily
  • You will identify leads and make effective introductions, directly impacting the success of our branch
  • You will be valued by our clients and find working with them a rewarding experience
  • You will be a technology champion for our branch, adopting new technologies and sharing your knowledge with the team
Certifications:

Series 07 - FINRA, Series 63 - 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 clients' money.

Why Join Us:

At Fidelity, you'll 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. We've been recognized as a top 10 Best Place to Work in 2024 by Glassdoor's Employees Choice Award. 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.

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 fidelitycareers.com.

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 .

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