Fidelity Investments
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 you will inspire client dedication and help develop long‑lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience is preferred.
Banking, insurance, or financial experience is an excellent addition.
You will be supported while learning the FINRA licensing material and working to obtain the Series 7 and 63 licenses.
Degree 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.
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 clients.
Aptitude to assess client needs and identify opportunities.
Remarkable attention to detail and ability to prioritize.
Organizational skills to manage multiple tasks.
Being coachable, collaborative, and curious are your "go to" attributes.
Our Investments in You We offer a competitive total rewards package, including a stable base salary and benefit programs designed to help you and your family strike the right balance. Training is provided 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
Key member of the team supporting Fidelity’s most valuable clients daily.
Identifying leads and making effective introductions directly impacts branch success.
Valued by clients and providing a rewarding experience.
Technology champion for the branch, early adopter of technology, and sharing knowledge with the team.
Certifications
Series 7 - FINRA
Category
Customer Service
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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The Expertise We’re Looking For
Customer service, phone, or financial services experience is preferred.
Banking, insurance, or financial experience is an excellent addition.
You will be supported while learning the FINRA licensing material and working to obtain the Series 7 and 63 licenses.
Degree 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.
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 clients.
Aptitude to assess client needs and identify opportunities.
Remarkable attention to detail and ability to prioritize.
Organizational skills to manage multiple tasks.
Being coachable, collaborative, and curious are your "go to" attributes.
Our Investments in You We offer a competitive total rewards package, including a stable base salary and benefit programs designed to help you and your family strike the right balance. Training is provided 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
Key member of the team supporting Fidelity’s most valuable clients daily.
Identifying leads and making effective introductions directly impacts branch success.
Valued by clients and providing a rewarding experience.
Technology champion for the branch, early adopter of technology, and sharing knowledge with the team.
Certifications
Series 7 - FINRA
Category
Customer Service
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
#J-18808-Ljbffr