Financial Representative - Dunwoody, GA

Fidelity Investments • Dunwoody, GA

5d

About The Position

As a Financial Representative, you are the official face of Fidelity in the branch and help create an atmosphere that inspires client dedication and engagement. Through integrity and honesty, you will build long-lasting positive relationships and provide clients with rewarding interactions. As a subject matter specialist in compliance and front-lobby transactions, you will contribute to branch success by identifying opportunities to deepen client relationships.

You will provide daily support to Fidelity’s valued clients, deliver an exceptional experience, proactively identify opportunities, and make effective introductions that help strengthen client relationships and drive branch success. Fidelity provides training and onboarding in-branch, regionally, nationally, and virtually. The role requires Series 7 and Series 66 licenses; resources and support are provided to prepare for them. Fidelity states that it will not provide immigration sponsorship for this position.

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.
• Strong attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Willingness to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Obtain Series 7 and Series 66 licenses; preparation resources and support are provided.

Nice To Haves

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

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Handle front-lobby transactions and serve as a subject matter specialist in compliance.
• 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 with the team.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to support associates and their families.
• Tuition reimbursement to 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