Financial Representative - Huntersville, NC

About the position

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

Responsibilities

• Have rewarding interactions with clients.
• Serve as a subject matter specialist in compliance and all front lobby transactions.
• Partner and contribute to branch success by identifying opportunities to deepen relationships.
• Offer support to Fidelity's most valuable clients daily.
• Identify leads and make effective introductions to impact the success of the branch.
• Act as a technology champion for the branch, adopting and sharing new technology with the team.

Requirements

• Customer service, phone, or financial services experience.
• Banking, insurance, or financial experience is an excellent addition.
• Ability to learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses.
• Degree and/or other professional certifications are helpful.

Nice-to-haves

• CFP certification.
• Experience in a customer service role.

Benefits

• Competitive total rewards package including a stable base salary.
• Tuition Reimbursement program to help obtain a degree or certification.
• Training in-branch, regionally, nationally, and virtually.