Financial Representative

2 weeks ago


San Francisco, California, United States Fidelity Investments Full time
Job Description:

Are you a motivated and results-driven professional looking to take your career to the next level? Do you have a passion for building strong relationships and providing exceptional customer service? If so, we may have the perfect opportunity for you

Fidelity Investments is a leading financial services company that offers a wide range of investment and retirement products and services. As a Financial Representative, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.

We are seeking a highly skilled and experienced professional to join our team as a Financial Representative. In this role, you will be responsible for:

  • Building and maintaining strong relationships with clients to understand their financial needs and goals
  • Providing personalized investment advice and guidance to clients
  • Developing and implementing comprehensive financial plans to help clients achieve their goals
  • Staying up-to-date on industry trends and developments to provide the best possible advice to clients

If you are a motivated and results-driven professional with a passion for building strong relationships and providing exceptional customer service, we encourage you to apply for this exciting opportunity.

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
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • 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:
  • 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
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A hybrid working model that blends the best of both onsite and offsite work experiences
About Fidelity Investments:

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.

We are committed to building a diverse and inclusive workplace that reflects the communities we serve. 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.



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