Financial Representative - Annapolis, MD

Fidelity Investments • Annapolis, MD

414d • $45,000 - $75,000 • Hybrid

About The Position

As a Financial Representative at Fidelity, you will play a crucial role in fostering client relationships and enhancing the branch atmosphere. Your primary mission will be to engage with clients through integrity and honesty, ensuring their needs are met while contributing to the overall success of the branch. You will be responsible for compliance and front lobby transactions, identifying opportunities to deepen client relationships and providing exceptional service.

Requirements

• Customer service, phone, or financial services experience.
• Banking, insurance, or financial experience is preferred.
• Ability to learn and obtain FINRA licenses (Series 7 and 66).
• Degree or professional certifications are beneficial; tuition reimbursement available.

Nice To Haves

• Superb interpersonal skills and passion for client engagement.
• Aptitude to assess client needs and identify opportunities.
• Remarkable attention to detail and organizational skills.

Responsibilities

• Engage with clients to build long-lasting relationships.
• Support clients by identifying their needs and opportunities for deeper engagement.
• Ensure compliance with all front lobby transactions.
• Act as a technology champion for the branch, sharing knowledge with the team.
• Participate in training and onboarding to enhance skills and knowledge.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed