Financial Representative - Cleveland East, OH

Fidelity • Orange, OH

1d

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere that encourages client dedication and engagement. Through integrity and honesty, the role builds lasting positive relationships and provides rewarding client interactions. As a subject matter specialist in compliance and front-lobby transactions, the representative supports branch success by identifying opportunities to deepen client relationships.

The representative provides daily support to Fidelity clients, delivers an exceptional experience, proactively identifies opportunities, and makes effective introductions that contribute directly to branch growth. The role also serves as a technology champion, adopting new tools and sharing knowledge to strengthen team capabilities and performance. Fidelity provides training in branch, regional, national, and virtual settings, along with resources 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.
• Prepare for and obtain the Series 7 and Series 66 licenses; Fidelity provides resources and support.
• 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.
• Use organizational skills to manage multiple tasks.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.
• Immigration sponsorship is not provided for this position.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.
• Technology adoption and knowledge-sharing experience.

Responsibilities

• Support clients with front-lobby transactions and compliance-related matters as a subject matter specialist.
• Provide daily support to Fidelity clients and deliver an exceptional experience that strengthens client relationships.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to branch success and growth.
• Champion technology within the branch by adopting new tools and sharing knowledge with the team.

Benefits

• Competitive total rewards package and stable base salary.
• Tuition reimbursement program that can help obtain a CFP, degree, or equivalent credential.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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