Financial Representative - Farmington Hills, MI

Fidelity • Farmington Hills, MI

7d

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create an atmosphere that inspires client dedication and engagement. Through integrity and honesty, the representative builds long-lasting positive relationships and provides 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 and delivers an exceptional experience that strengthens relationships. By proactively identifying opportunities and making effective introductions, the representative contributes directly to the success and growth of the branch. The position includes training and onboarding delivered in-branch, regionally, nationally, and virtually. Fidelity is transitioning toward a full-time onsite working model through a phased rollout; 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.
• 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.
• Obtain the required Series 7 and Series 66 licenses; Fidelity provides comprehensive resources and support to prepare.

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.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to branch success and growth.
• Act 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 help associates and their families achieve balance.
• 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
• Education Level: No Education Listed