Financial Services Representative

About This Role

As a Financial Representative, you will be the face of Fidelity, impacting the branch atmosphere through integrity and honesty. You will inspire client dedication and engagement, developing long-lasting positive relationships while identifying opportunities to deepen client relationships.

Responsibilities

• Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
• Have rewarding interactions with clients
• Act as a subject matter specialist in compliance and all front lobby transactions
• 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, directly impacting branch success
• Be an early adopter of technology and share learnings with the team

Requirements

• Superb interpersonal skills and passion to engage with clients
• Aptitude to assess client needs and identify opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Coachable, collaborative, and curious attributes

Qualifications

• Customer service, phone, or financial services experience preferred.

Nice to Have

• Customer service, phone, or financial services experience
• Banking, insurance, or financial experience
• Degree and/or other professional certifications (CFP)

Benefits

Certifications