Financial Representative - Henderson, NV

Fidelity Investments • Henderson, NV

9d • Onsite

About The Position

The Financial Representative is the official face of Fidelity in the branch, helping create a welcoming atmosphere and inspire client dedication through integrity and honest interactions. The role supports Fidelity’s clients by handling front-lobby transactions and compliance-related matters, identifying opportunities to deepen client relationships, and contributing to branch success. The representative provides daily support to valued clients, makes effective introductions, and helps deliver an exceptional experience that strengthens relationships and supports branch growth. The position includes in-branch, regional, national, and virtual training and support.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Obtain the required Series 7 and Series 66 licenses; Fidelity provides comprehensive resources and support to prepare.
• Demonstrate 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.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.

Responsibilities

• Create a positive branch atmosphere and build long-lasting client relationships through integrity and honest engagement.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Provide daily support to clients and deliver an exceptional client experience.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to branch success and growth.
• Serve as a technology champion by adopting new tools and sharing knowledge to enhance team capabilities and performance.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families maintain balance.
• Tuition reimbursement that can help associates 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