Financial Representative - Oakdale, MN

Fidelity Investments • Oakdale, MN

10d • $45,000 - $75,000 • Onsite

About The Position

The Financial Representative is the official face of Fidelity in the branch, helping create a welcoming atmosphere and build long-lasting client relationships through integrity and honesty. The role supports clients through front-lobby transactions and compliance-related interactions, identifies opportunities to deepen client relationships, and contributes to branch success. It also provides daily support to Fidelity clients, makes effective introductions, and helps drive branch growth. The representative serves as a technology champion by adopting new tools and sharing knowledge with the team. Fidelity provides training and support to prepare for the required Series 7 and Series 66 licenses.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Superb interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Willingness to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Required Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare for them.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.
• Technology aptitude and willingness to adopt new tools early.

Responsibilities

• Support clients with front-lobby transactions and compliance-related interactions.
• Build positive, long-lasting client relationships through engaging and rewarding client interactions.
• Assess client needs and identify opportunities to deepen relationships.
• Proactively identify opportunities and make effective introductions to support branch success and growth.
• Serve as a technology champion by adopting new tools and sharing knowledge to improve team capabilities and performance.
• Manage multiple tasks and prioritize work with attention to detail.

Benefits

• Competitive total rewards package and stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and in-branch, regional, national, and virtual training.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed