Financial Representative - Midlothian, VA

Fidelity•Midlothian, VA

3d•Onsite

About The Position

As a Financial Representative, you are the official face of Fidelity and play a key role in the branch atmosphere. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. Your mission 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 finding opportunities to deepen relationships. You will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Requirements

Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
Superb interpersonal skills and passion to engage with clients
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Embraces feedback, fosters collaboration, and approaches challenges with curiosity
Must obtain Series 07 - FINRA and Series 66 - FINRA certifications

Nice To Haves

Experience in banking, insurance, or financial services is a plus
A degree, equivalent experience, or other professional certifications are beneficial

Responsibilities

Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
Assess client needs and find opportunities
Manage multiple tasks
Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships
Proactively identify opportunities and make effective introductions to drive the success and growth of the branch