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 with front-lobby transactions and compliance matters, assess client needs, identify opportunities to deepen relationships, make introductions, and share technology knowledge with the branch. You will learn FINRA licensing material and work toward required licenses with company support.
Requirements
- Customer service, phone, or financial services experience
- Banking, insurance, or financial experience
- Interpersonal skills
- Client engagement
- Client-needs assessment
- Attention to detail
- Organization and task prioritization
Responsibilities
- Support clients with front-lobby transactions
- Serve as a compliance subject matter specialist
- Assess client needs and identify relationship opportunities
- Identify leads and make effective introductions
- Adopt and share technology knowledge with the branch team
Benefits
- Tuition reimbursement
- In-branch, regional, national, and virtual training
- Fully paid parental leave
- On-site health and wellness centers
