Financial Representative - El Segundo, CA

Fidelity Investments • El Segundo, CA

1d • $45,000 - $75,000

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere that inspires client dedication and engagement. Through integrity and honesty, the representative builds long-lasting positive client relationships and delivers 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 role provides daily support to Fidelity clients, delivers an exceptional experience, proactively identifies opportunities, and makes effective introductions that contribute directly to the branch’s success and growth. The representative also serves as a technology champion, adopting new tools and sharing knowledge with the team. Fidelity provides training and onboarding in-branch, regionally, nationally, and virtually.

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.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Willingness to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Must obtain Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare for them.

Nice To Haves

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

Responsibilities

• Serve as the official face of Fidelity and contribute to a positive branch atmosphere.
• Build long-lasting client relationships through integrity, honesty, and engaging client interactions.
• Act as a subject matter specialist in compliance and front-lobby transactions.
• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Assess client needs, proactively identify opportunities to deepen relationships, and make effective introductions.
• Support the success and growth of the branch.
• Champion technology by adopting new tools and sharing knowledge to improve team capabilities and performance.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment and tuition reimbursement.
• Learning resources and training to support career development.

What This Job Offers

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