Financial Representative - Charlotte South, NC

Fidelity Investments•Charlotte, NC

5d•Onsite

About The Position

Financial Representative 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. The Purpose of Your Role 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. A key member of the team, you are offering support to Fidelity’s most valuable clients daily By identifying leads and making effective introductions, you are directly impacting the success of the branch Your efforts will be valued by clients and you will find working with those clients a rewarding experience As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Requirements

Customer service, phone, or financial services experience
Ability to learn FINRA licensing material and work to obtain the Series 7 and 66 licenses
Superb interpersonal skills and passion to engage with clients
An 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

Nice To Haves

Banking, insurance, or financial experience
CFP or degree
Certifications: Series 07 - FINRA, Series 66 - FINRA

Responsibilities

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
Act as a technology champion for the branch, being an early adopter of technology and sharing knowledge with the team