Financial Representative - Charlotte South, NC
About The Position
As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. 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.
Requirements
- Customer service, phone, or financial services experience.
- Ability to learn FINRA licensing material and obtain Series 7 and 66 licenses.
- Superb interpersonal skills and passion to engage with clients.
- 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.
- Understanding that Fidelity’s business is governed by various securities and financial laws and regulations, which may restrict hiring individuals with certain criminal histories.
Nice To Haves
- Banking, insurance, or financial experience.
- CFP or degree.
- Possession of Series 07 - FINRA and Series 66 - FINRA certifications.
Responsibilities
- Serve as the official face of Fidelity, impacting the branch atmosphere.
- Inspire client dedication and engagement to develop long-lasting positive relationships.
- Have rewarding interactions with clients.
- Act as a 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, directly impacting the success of the branch.
- Be a technology champion for the branch, an early adopter of technology, and share learned information with the team.
Benefits
- Competitive total rewards package.
- Stable base salary.
- Benefit programs designed to help you and your family strike the right balance.
- Training in-branch, regionally, nationally, and virtually.
- Tuition Reimbursement program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
