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 serve as the face of the branch, support clients with front-lobby transactions, and apply compliance knowledge. You will identify opportunities to deepen client relationships, make effective introductions, adopt new technology, and share knowledge that improves branch performance.
Requirements
- Customer service, phone-based support, or financial services experience
- Interpersonal skills and client engagement skills
- Ability to assess client needs and identify opportunities
- Attention to detail
- Organizational skills
- Ability to manage multiple tasks
- Series 7 license
- Series 66 license
Responsibilities
- Support clients with front-lobby transactions
- Apply compliance knowledge
- Identify opportunities to deepen client relationships
- Make effective introductions
- Adopt and share new technology
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources
- Training and onboarding support
