Financial Representative
hace 1 mes
Job Description: Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you for this roleBanking, insurance, or financial experience is an excellent addition to your experienceWe will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licensesDegree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring Superb interpersonal skills and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and ability to prioritizeOrganizational skills to manage multiple tasksBeing coachable, collaborative, and curious are your "go to" attributes Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And 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. You will not fail due to a lack of training or onboarding The Value You Deliver A key member of the team, you are offering support to Fidelity's most valuable clients dailyBy identifying leads and making effective introductions, you are directly impacting the success of the branchYour efforts will be valued by clients and you will find working with those clients a rewarding experienceAs a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Category:
Customer Service
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 every other week (all business days, M-F) in a Fidelity office.
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