Financial Representative
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support clients in a branch setting, manage front-lobby transactions, and serve as a compliance subject-matter specialist. You will assess client needs, identify opportunities to deepen relationships, introduce clients to appropriate resources, and help improve branch performance by adopting and sharing new technology tools.
Requirements
- Customer service, phone-based support, or financial services experience
- Client engagement skills
- Client-needs assessment
- Attention to detail
- Organization
- Ability to manage multiple tasks
- Series 7 license
- Series 66 license
Responsibilities
- Support clients and deliver an exceptional branch experience
- Manage front-lobby transactions
- Serve as a compliance subject-matter specialist
- Assess client needs and identify relationship opportunities
- Make effective introductions to deepen client relationships
- Adopt and share new technology tools within the branch
Benefits
- Paid parental leave
- On-site health and wellness centers
