Financial Representative - Cary, NC

Fidelity Investments•Cary, NC

2d•Onsite

About The Position

As a Financial Representative, you make a key impact on the branch atmosphere, 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. It is our mission for the Financial Representative 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.

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
The ability to assess client needs and find opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Embraces feedback, fosters collaboration, and approaches challenges with curiosity
Series 07 - FINRA
Series 66 - FINRA

Nice To Haves

Experience in banking, insurance, or financial services is a plus
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)

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
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.