Financial Representative - Albany, NY

Fidelity • Albany, NY

2d

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 positive, long-lasting client relationships and delivers 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.

This role provides daily support to Fidelity’s valued clients and aims to deliver an exceptional experience that strengthens relationships. By proactively identifying opportunities and making effective introductions, the Financial Representative contributes directly to branch success and growth. The position includes training and onboarding in-branch, regionally, nationally, and virtually. Fidelity is transitioning toward a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve.

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; training and resources are provided.
• Demonstrate superb interpersonal skills and a passion for engaging with clients.
• Assess client needs and identify opportunities.
• Have remarkable attention to detail and the ability to prioritize.
• Have organizational skills to manage multiple tasks.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.
• Fidelity will not provide immigration sponsorship for this position.

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.
• Serve as a technology champion by adopting new tools and sharing knowledge with the team.

Benefits

• Competitive total rewards package with a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

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