Financial Representative - Irvine, CA

Fidelity • Irvine, CA

22h • Onsite

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 provides 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.

The role provides daily support to Fidelity clients, delivers an exceptional experience, and strengthens relationships. By proactively identifying opportunities and making effective introductions, the representative contributes directly to branch success and growth. The representative also serves as a technology champion, adopting new tools and sharing knowledge to support team capabilities and performance.

Fidelity provides training and resources to prepare associates for the required Series 7 and Series 66 licenses, along with in-branch, regional, national, and virtual training. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary currently and may evolve. The position is based in Irvine, California. The base salary range is $45,000–$75,000 per year, with placement depending on responsibilities, scope, geographic location, relevant experience, and other factors. Eligible offers may also include bonus or other variable compensation. 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; Fidelity provides preparation resources and support.
• 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; tuition reimbursement is available to help obtain one.
• Early adoption of technology and sharing knowledge to enhance team capabilities.

Responsibilities

• Support Fidelity clients daily and deliver an exceptional client experience.
• Build and strengthen positive, long-lasting client relationships.
• 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.
• Manage multiple tasks and prioritize work effectively.

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.
• Bonus or other variable compensation may be included, depending on position and eligibility.

What This Job Offers

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