Financial Representative - Minnetonka, MN
About The Position
As a Financial Representative, you are the official face of Fidelity in the branch and help create an atmosphere that inspires client dedication and engagement. Through integrity and honesty, you will build positive, long-lasting relationships and provide rewarding client interactions. You will serve as a subject matter specialist in compliance and front-lobby transactions, support branch success, and identify opportunities to deepen client relationships. As a key team member, you will provide daily support to Fidelity clients, deliver an exceptional experience, and make effective introductions that contribute directly to branch growth. Fidelity provides training and onboarding in branch, regional, national, and virtual settings, along with resources to prepare for required Series 7 and Series 66 licenses.
Requirements
- Customer service, phone-based support, or financial services experience provides a strong foundation for success.
- Demonstrate superb interpersonal skills and a passion for engaging with clients.
- Assess client needs and identify opportunities.
- Show remarkable attention to detail and the ability to prioritize.
- Have organizational skills to manage multiple tasks.
- Embrace feedback, foster collaboration, and approach challenges with curiosity.
- Obtain 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.
Responsibilities
- Provide daily support to Fidelity clients and deliver an exceptional client experience.
- Serve as a subject matter specialist in compliance and front-lobby transactions.
- Identify opportunities to deepen client relationships and make effective introductions.
- Support the success and growth of the branch.
- Act as a technology champion by adopting new tools and sharing knowledge with the branch team.
Benefits
- Stable base salary and competitive total rewards package.
- Comprehensive health care coverage.
- 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 career development support.
- Training and onboarding in branch, regionally, nationally, and virtually.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
