Fidelity Investments is seeking a Financial Representative to enhance client relationships and contribute to branch success. In this role, you will engage with clients, identify opportunities for deeper connections, and support compliance and transaction processes.
Responsibilities
- Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
- Partner and contribute to branch success by identifying opportunities to deepen relationships
- Offer support to Fidelity’s most valuable clients daily
- Identify leads and make effective introductions to impact the success of the branch
- Be a technology champion for the branch and share learnings with the team
Skills
- Customer service, phone, or financial services experience
- Superb interpersonal skills and passion to engage with clients
- An 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
- Banking, insurance, or financial experience
- Degree and/or other professional certifications
- CFP or degree
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.