Financial Representative Representative

Fidelity will not provide immigration sponsorship for this position.

Financial Representative
Note: Fidelity will not provide immigration sponsorship for this position.
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.
Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
Experience in banking, insurance, or financial services is a plus
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.