About the position
As a Financial Representative at Fidelity, you will play a crucial role in shaping the branch atmosphere and serving as the official face of the company. Your primary mission will be to foster rewarding interactions with clients, ensuring that they feel valued and engaged. Through your integrity and honesty, you will inspire client dedication and build long-lasting positive relationships. This position is not just about transactions; it’s about creating a welcoming environment where clients can feel confident in their financial decisions. In this role, you will become a subject matter expert in compliance and all front lobby transactions. You will partner with your team to contribute to the overall success of the branch by identifying opportunities to deepen client relationships. Your ability to assess client needs and recognize potential leads will be essential in driving the branch's success. You will also be expected to embrace technology, acting as a champion for new tools and systems that enhance client interactions and streamline processes. Fidelity is committed to your growth and development. You will receive comprehensive training in-branch, regionally, nationally, and virtually, ensuring that you are well-prepared to excel in your role. The company supports your journey to obtain necessary licenses, such as the Series 7 and 66, and offers a Tuition Reimbursement program to help you further your education and professional certifications. Your success is a priority, and Fidelity provides the resources and support needed to help you thrive in your career.
Responsibilities
- Serve as the primary point of contact for clients, providing exceptional customer service and support.
- Identify client needs and opportunities to deepen relationships through effective communication and engagement.
- Manage front lobby transactions and ensure compliance with company policies and regulations.
- Act as a technology champion, adopting new tools and sharing knowledge with the team to enhance client interactions.
- Participate in ongoing training and development programs to stay current with industry standards and practices.
Requirements
- Customer service, phone, or financial services experience is required.
- Experience in banking, insurance, or financial services is preferred.
- Ability to learn and obtain FINRA licenses, specifically Series 7 and 66.
- A degree or professional certifications such as CFP are beneficial; tuition reimbursement is available for those pursuing further education.
Nice-to-haves
- Strong interpersonal skills and a passion for engaging with clients.
- Aptitude for assessing client needs and identifying opportunities for growth.
- Excellent attention to detail and organizational skills to manage multiple tasks effectively.
- A collaborative and coachable attitude, with a curiosity to learn and grow.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement plans and generous paid time off.
- Parental leave and charitable giving employee match program.
- Educational assistance including student loan repayment and tuition reimbursement.
- Learning resources to support career development.
