Financial Services 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 valuable clients with front-lobby transactions and compliance-related needs. You will identify leads and make effective introductions to deepen client relationships. You will adopt branch technology early and share what you learn with colleagues.
Requirements
- Customer service, phone, or financial services experience
- Banking, insurance, or financial experience
- Obtain FINRA Series 7 and Series 66 licenses
- Interpersonal skills and client engagement
- Ability to assess client needs and identify opportunities
- Attention to detail, prioritization, and organizational skills
Responsibilities
- Support clients with front-lobby transactions and compliance-related needs
- Identify leads and make effective introductions to deepen client relationships
- Adopt branch technology and share learnings with colleagues
Benefits
- Training provided in branch, regionally, nationally, and virtually
- 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
