Financial Services Representative

3 days ago


Wayne, New Jersey, United States Fidelity Investments Full time
About the Role

We are seeking a highly skilled Financial Services Representative to join our team at Fidelity Investments. As a key member of our Investor Center, you will engage face-to-face with clients, providing guidance and personalized planning to help them achieve their financial goals.

Key Responsibilities
  • Build and maintain strong relationships with clients, understanding their needs and providing tailored solutions
  • Develop and implement comprehensive financial plans, leveraging Fidelity's open architecture product platform and industry-leading resources
  • Collaborate with colleagues to drive business growth and expand the firm's brand presence
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and best practices
Requirements
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • Strong communication and interpersonal skills, with the ability to present complex solutions to clients
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
What We Offer

Fidelity Investments is a leader in the financial services industry, offering 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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.

Why Join Fidelity?

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. We welcome those with experience in jobs such as Accountant, Payroll Specialist, and Senior Accountant and others in the Accounting and Finance to apply.



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