Financial Representative - Naples, FL

Fidelity • Naples, FL

1d • Onsite

About The Position

As a Financial Representative, you make a key impact on the branch atmosphere, serving 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. The purpose of this role is 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. You will be a key member of the team, 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 have a criminal history that restricts association with Fidelity under relevant laws and regulations.

Nice To Haves

• Banking, insurance, or financial experience.
• CFP or degree.
• Professional certifications.

Responsibilities

• Serve as the official face of Fidelity, impacting the branch atmosphere.
• Inspire client dedication and engagement to develop long-lasting positive relationships.
• 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.
• Support Fidelity’s most valuable clients daily.
• Identify leads and make effective introductions to impact branch success.
• Be a technology champion for the branch, adopting new technology and sharing knowledge.

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.
• Tuition Reimbursement program.

What This Job Offers

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