Fidelity Investments is a leading financial services company, dedicated to delivering the best customer experience in the industry. In the Financial Representative role, you will provide exceptional service to clients, helping them navigate their financial goals and building long-lasting relationships.
Responsibilities
- Make a key impact on the branch culture by partnering with associates to help clients reach their goals
- Own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity
- Have rewarding interactions with clients beginning with their arrival to the Investor Center
- Partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions
- Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success
- Offering support to Fidelity’s most wealthy and valuable clients daily
- Identifying leads and making effective introductions, you are directly impacting the success of the branch
- Being a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Skills
- Customer service, sales, phone or financial services experience will prepare you for this role
- Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity's clients
- Superb interpersonal, customer interaction and communication skills
- Superb interpersonal skills and passion to engage with customers
- An aptitude for sales to dedicatedly identify leads
- Remarkable attention to detail and ability to prioritize
- Computer literacy and experience working with multiple applications at once
- Your organizational skills to manage multiple tasks simultaneously
- Adept at assessing client needs through both verbal and non-verbal communication
- Ability to run and upkeep the lobby / lounge of Fidelity's fast paced Investor Center
- Inventory management experience to ensure all client collateral and office supplies are in stock
- Aspiration to partner with Fidelity's clients to build long-lasting relationship and financial plans
- FINRA series 7 and series 63 licenses
- A college degree is encouraged yet not required
- Banking, insurance, or financial experience is an excellent addition to your experience
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.
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