Financial Representative - Palo Alto

Fidelity•Palo Alto, CA

6d•Onsite

About The Position

As a Financial Representative, you are the official face of Fidelity and play a key role in the branch atmosphere. Through integrity and honesty, you will inspire client dedication and engagement, developing long-lasting positive relationships with Fidelity. The mission is 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 finding opportunities to deepen relationships.

Requirements

Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses.
Superb interpersonal skills and passion to engage with clients.
The ability to assess client needs and find opportunities.
Remarkable attention to detail and ability to prioritize.
Organizational skills to manage multiple tasks.
Embraces feedback, fosters collaboration, and approaches challenges with curiosity.
Series 07 - FINRA
Series 66 - FINRA

Nice To Haves

Experience in banking, insurance, or financial services is a plus.
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential).

Responsibilities

Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance.
Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships.
Proactively identify opportunities and make effective introductions to drive the success and growth of the branch.
Act as a subject matter specialist in compliance and all front lobby transactions.
Partner and contribute to branch success by finding opportunities to deepen relationships.