Financial Representative - Exton, PA
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 identifying opportunities to deepen relationships. A key member of the team, you are 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 work to obtain the Series 7 and 66 licenses.
- Superb interpersonal skills and passion to engage with clients.
- An 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 be able to obtain Series 07 - FINRA and Series 66 - FINRA certifications.
Nice To Haves
- Banking, insurance, or financial experience.
- Possession of a CFP or degree.
- If you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
Responsibilities
- Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
- 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.
- Identify leads and make effective introductions.
- Act as a technology champion for the branch, being an early adopter of technology and sharing learnings with the team.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
