Financial Representative - Reno, NV

Fidelity Investments • Reno, NV

2d • Onsite

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere through integrity and honest client interactions. The role supports Fidelity’s valued clients by handling front-lobby transactions and serving as a subject matter specialist in compliance. By assessing client needs, identifying opportunities to deepen relationships, and making effective introductions, the Financial Representative contributes directly to branch success and growth.

This position provides daily client support and focuses on delivering an exceptional experience that strengthens long-term relationships. The representative is also a technology champion within the branch, adopting new tools and sharing knowledge to improve team capabilities and performance. Fidelity provides training and onboarding in-branch, regionally, nationally, and virtually.

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.
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity.
• Must 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.
• Interest in adopting new technology and sharing knowledge to enhance team capabilities.

Responsibilities

• Support Fidelity clients through daily interactions and front-lobby transactions.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Assess client needs and identify opportunities to deepen client relationships.
• Make effective introductions that support branch success and growth.
• Serve as a technology champion by adopting new tools and sharing knowledge with the team.
• Contribute to a positive branch atmosphere and exceptional client experience.

Benefits

• Tuition reimbursement that can help with obtaining a CFP, degree, or equivalent credential.
• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to support associates and their families.
• Training and onboarding offered in-branch, regionally, nationally, and virtually.

What This Job Offers

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