Financial Representative

3 days ago

Wayne, New Jersey, United States Fidelity Investments Full time
Job Title: Financial Representative

Are you looking for a challenging and rewarding career in finance? Do you have a passion for building strong relationships with clients and helping them achieve their financial goals? If so, we may have the perfect opportunity for you

About the Role

As a Financial Representative at Fidelity Investments, you will be responsible for providing personalized financial planning and investment advice to our clients. You will work closely with clients to understand their financial goals and objectives, and develop tailored investment strategies to help them achieve their goals.

Key Responsibilities
  • Build and maintain strong relationships with clients through regular communication and personalized service
  • Conduct financial needs assessments and develop investment plans to meet client goals
  • Provide ongoing investment advice and guidance to clients
  • Stay up-to-date on market trends and economic conditions to provide informed investment recommendations
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
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A supportive and collaborative work environment that values honesty, integrity, and the safety of our associates and customers
Why Join Fidelity?

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 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.

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.

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

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