Financial Representative - Littleton, MA

Fidelity Investments • Littleton, MA

5d • Onsite

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.
• Must not require immigration sponsorship.
• Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
• Series 07 - FINRA
• Series 66 - FINRA

Nice To Haves

• Banking, insurance, or financial experience.
• Possession of a CFP or degree.
• If you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
• Degree and/or other professional certifications are helpful.

Responsibilities

• Serve as the official face of Fidelity, impacting the branch atmosphere.
• Inspire client dedication and engagement through integrity and honesty.
• Develop long-lasting positive relationships with Fidelity.
• 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.
• Impact the success of the branch by identifying leads and making effective introductions.
• Be a technology champion for the branch, an early adopter of technology, and share learnings 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.
• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

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