Financial Representative - Center Valley, PA

Fidelity Investments • Center Valley, PA

5d

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming branch atmosphere. Through integrity and honesty, the representative inspires client dedication and engagement and develops long-lasting positive relationships. This role serves as a subject matter specialist in compliance and front-lobby transactions, supports branch success, and identifies opportunities to deepen client relationships.

The representative provides daily support to Fidelity clients, delivers an exceptional experience, proactively identifies opportunities, and makes effective introductions that contribute to branch growth. The role also serves as a technology champion by adopting new tools and sharing knowledge with the team.

Fidelity provides resources and support to prepare associates for the required Series 7 and Series 66 licenses, along with in-branch, regional, national, and virtual training. The position is subject to Fidelity’s phased transition toward a full-time onsite working model; onsite expectations vary by role and location and may evolve.

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 preparation resources and support.
• 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.
• No immigration sponsorship is provided 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 serve as the official face of Fidelity.
• Engage clients with integrity and honesty to build long-lasting relationships and encourage client dedication.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and contribute to branch success.
• Provide daily support to clients and deliver an exceptional experience.
• Proactively identify opportunities and make effective introductions to support branch growth.
• Act 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 intended to support associates and their families.
• 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