Financial Representative - El Segundo, CA

Fidelity • El Segundo, CA

4d

About The Position

As a Financial Representative, you are the official face of Fidelity in the branch and help create an atmosphere that inspires client dedication and engagement. Through integrity and honesty, you will build long-lasting positive relationships and provide rewarding interactions with clients. You will serve as a subject matter specialist in compliance and front-lobby transactions, support branch success, and identify opportunities to deepen client relationships.

You will provide daily support to Fidelity clients, deliver an exceptional experience, and proactively identify opportunities and make effective introductions that contribute to the branch’s success and growth. The role includes comprehensive resources and support to prepare for the required Series 7 and Series 66 licenses, along with training delivered in-branch, regionally, nationally, and virtually.

The position is in El Segundo, California. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Onsite expectations vary by role and location and may evolve; the posting does not specify the exact onsite requirement for this position. The base salary range is $45,000–$75,000 per year. The application window closes when the position is filled or unposted. Fidelity does not provide immigration sponsorship for this position.

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, with preparation resources and support provided.
• Demonstrate 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.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.

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

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Build positive, long-lasting client relationships through integrity and honest interactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to branch success and growth.
• Act as a technology champion in the branch by adopting 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.

What This Job Offers

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