Job Description

In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. 

From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. 

We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.

The Expertise We’re Looking For

A college degree is encouraged yet not required
We feel customer service, sales, phone or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients
Superb interpersonal, customer interaction and communication skills
We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months

The Purpose of Your Role

It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center.   As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions.  Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success. 

The Skills You Bring

Superb interpersonal skills and passion to engage with customers
An aptitude for sales to dedicatedly identify leads
Remarkable attention to detail and ability to prioritize
Computer literacy and experience working with multiple applications at once
Your organizational skills to manage multiple tasks simultaneously 
Adept at assessing client needs through both verbal and non-verbal communication
Ability to run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center
Inventory management experience to ensure all client collateral and office supplies are in stock
Aspiration to partner with Fidelity’s clients to build long-lasting relationship and financial plans. 

The Value You Deliver

A vital member of the team, you are offering support to Fidelity’s most wealthy and valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

How Your Work Impacts the Organization

Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.