Job Description:Financial RepresentativeWe 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 ForCustomer 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 oneThe Purpose of Your RoleIt 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 BringSuperb 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” attributesOur Investments in YouFidelity’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 ourbenefit programsare 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 DeliverA 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 FINRACompany OverviewAt Fidelity Investments, our customers are at the heart of everything we do.
As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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 UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ 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.
And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined.
We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.We invite you to Find Your Fidelity at fidelitycareers.Com.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 Leave of Absence/Accommodation Team by sending an email toaccommodations @fmr.Com, or by calling 800-835-5099, prompt 2, option 2.Fidelity will continue to keep the safety of associates and customers as our top priority and this will never change.
As the pandemic evolves and Federal, State, and Local regulations emerge, it has become clear that knowing the vaccination status of all associates is critical to our safety efforts.Therefore, Fidelity will require all candidates to disclose their COVID-19 vaccination status during the hiring process, and if vaccinated, provide proof of vaccine.This is not a requirement to be vaccinated.
It is a requirement to report vaccination status and, if vaccinated, provide proof.
We welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Senior Accountant, and Bilingual Customer Service and others in the Accounting and Finance to apply.