Financial Representative - Irvine, CA
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 honesty. The role focuses on rewarding client interactions and building long-lasting positive relationships. As a subject matter specialist in compliance and front-lobby transactions, the Financial Representative supports branch success by identifying opportunities to deepen client relationships. The representative provides daily support to Fidelity’s valued 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 training and onboarding in-branch, regionally, nationally, and virtually. The position requires Series 7 and Series 66 licenses, with resources and support provided to prepare for them.
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.
- Embraces feedback, fosters collaboration, and approaches challenges with curiosity.
- Ability to obtain the required Series 7 and Series 66 licenses; training resources and support are provided.
Nice To Haves
- Experience in banking, insurance, or financial services.
- A degree, equivalent experience, or other professional certifications.
- Interest in pursuing a CFP, degree, or equivalent credential.
Responsibilities
- Serve as the official face of Fidelity and contribute to a positive branch atmosphere.
- Provide daily support to clients and deliver an exceptional client experience.
- Build and strengthen long-lasting client relationships through integrity, honesty, and engagement.
- Act as a subject matter specialist in compliance and front-lobby transactions.
- Identify opportunities to deepen client relationships and make effective introductions.
- Contribute to the success and growth of the branch.
- Serve as a technology champion by embracing new tools and sharing knowledge with the team.
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.
- Potential bonus or other variable compensation, depending on position and eligibility.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
