Financial Representative - Evanston, IL

Fidelity Investments • Evanston, IL

8d • $45,000 - $75,000 • Onsite

About The Position

As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.

Requirements

• Customer service, phone, or financial services experience.
• Ability to learn FINRA licensing material and obtain the Series 7 and 66 licenses.
• Superb interpersonal skills and passion to engage with clients.
• Aptitude to assess client needs and identify opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Being coachable, collaborative, and curious.
• Must not have certain Criminal Histories as per Securities Exchange Act of 1934, Investment Advisers Act of 1940, Investment Company Act of 1940, ERISA, and rules of FINRA.

Nice To Haves

• Banking, insurance, or financial experience.
• CFP or degree.
• Professional certifications.

Responsibilities

• Serve as the official face of Fidelity, impacting the branch atmosphere.
• Inspire client dedication and engagement through integrity and honesty.
• Develop long-lasting positive relationships with Fidelity.
• Have rewarding interactions with clients.
• Act 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.
• Impact the success of the branch by identifying leads and making effective introductions.
• Be a technology champion for the branch, an early adopter of technology, and share learned information with the team.

Benefits

• Stable base salary.
• Competitive total rewards package.
• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree