Financial Representative

3 days ago

Albany, New York, United States Fidelity TalentSource LLC Full time
Job Description:

We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a critical role in building strong relationships with our clients and helping them achieve their financial goals.

The Expertise We're Looking For:

  • Proven customer service skills, with experience in phone, financial services, or a related field.
  • Banking, insurance, or financial experience is a plus, but not required.
  • We will provide support and training to help you obtain the necessary FINRA licenses, including the Series 7 and 66.
  • A degree and/or professional certifications, such as a CFP, are highly valued, but not necessary. Our Tuition Reimbursement program can help you obtain one.

The Purpose of Your Role:

As a Financial Representative, you will be responsible for providing exceptional client service, identifying opportunities to deepen relationships, and contributing to the success of our branch. You will work closely with our clients to understand their financial needs and provide tailored solutions to help them achieve their goals.

The Skills You Bring:

  • Excellent interpersonal skills, with a passion for engaging with clients.
  • Able to assess client needs and identify opportunities to provide value.
  • Remarkable attention to detail and ability to prioritize tasks.
  • Strong organizational skills, with the ability to manage multiple tasks and projects.
  • Coachable, collaborative, and curious, with a willingness to learn and grow.

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 and development opportunities to help you succeed in your role and advance your career.

The Value You Deliver:

  • As a key member of our team, you will be responsible for providing exceptional client service and contributing to the success of our branch.
  • You will identify leads and make effective introductions to help drive business growth.
  • Your efforts will be valued by clients, and you will find working with them a rewarding experience.
  • You will be an early adopter of technology and share your knowledge with the team to help drive innovation and improvement.

The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package, which may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Certifications:

Series 07 - 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.

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. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. 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. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, 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.

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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