Job Description
Fidelity Investments is a leading financial services company, and they are seeking a Financial Representative to enhance client relationships and branch success. The role involves engaging with clients, providing support, and identifying opportunities to deepen relationships while ensuring compliance with financial regulations. 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 Act as a technology champion for the branch Skills Customer service, phone, or financial services experience Banking, insurance, or financial experience Ability to learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Degree and/or other professional certifications are helpful 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 Benefits Comprehensive health care coverage and emotional well-being support Market-leading retirement Generous paid time off and parental leave Charitable giving employee match program Educational assistance including student loan repayment, tuition reimbursement, and 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