Financial Representative - Providence, RI

Fidelity Investments • Providence, RI

254d • Hybrid

About The Position

As a Financial Representative at Fidelity Investments, you will play a crucial role in shaping the branch atmosphere and fostering client relationships. Your integrity and honesty will inspire client dedication and engagement, leading to long-lasting positive relationships with Fidelity. You will be responsible for compliance and front lobby transactions, contributing to branch success by identifying opportunities to deepen client relationships.

Requirements

• Customer service, phone, or financial services experience.
• Banking, insurance, or financial experience is preferred.
• Ability to obtain Series 7 and 66 licenses with support from Fidelity.
• Degree and/or professional certifications are beneficial.

Nice To Haves

• CFP certification or degree.
• Experience in a customer-facing role.

Responsibilities

• Provide exceptional customer service and support to clients.
• Engage with clients to assess their needs and identify opportunities.
• Manage multiple tasks with remarkable attention to detail.
• Participate in training and onboarding to enhance skills and knowledge.
• Act as a technology champion for the branch, sharing insights with the team.

Benefits

• Competitive total rewards package including a stable base salary.
• Tuition Reimbursement program for obtaining certifications.
• Comprehensive training programs in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities