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Financial Representative
Fidelity InvestmentsFinancial Representative partnering with associates to help clients reach their goals. Delivering best-in-class experience while obtaining FINRA licenses to provide financial guidance.
About the role
Key responsibilities & impact- make a key impact on the branch culture by partnering with associates to help clients reach their goals
- own providing Fidelity’s best-in-class experience for clients throughout their visit
- inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
- provide a warm and welcoming environment upon client arrivals
- help clients with service interactions and identify planning and advice opportunities through those interactions
- contribute to branch success
- identify leads and make effective introductions that impact the success of the branch
- be an early adopter of technology and share what you have learned with the team
Requirements
What you’ll need- 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
Benefits
Comp & perks- We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Client EngagementRelationship BuildingTeam CollaborationWarm Client InteractionLead Identification
Certifications
Series 7 LicenseSeries 63 License