Financial Representative - Oakdale, MN

Fidelity • Oakdale, MN

1d • Onsite

About The Position

In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance. The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success.

Requirements

• Customer service, sales, phone or financial services experience.
• Passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients.
• Superb interpersonal, customer interaction and communication skills.
• Superb interpersonal skills and passion to engage with customers.
• An aptitude for sales to dedicatedly identify leads.
• Remarkable attention to detail and ability to prioritize.
• Computer literacy and experience working with multiple applications at once.
• Organizational skills to manage multiple tasks simultaneously.
• Adept at assessing client needs through both verbal and non-verbal communication.

Nice To Haves

• A college degree is encouraged yet not required.
• Banking, insurance, or financial experience is an excellent addition to your experience.

Responsibilities

• Provide Fidelity’s best-in-class experience for clients throughout their visit.
• Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
• Provide fundamental financial guidance.
• Partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals.
• Help clients with service interactions.
• Identify planning and advice opportunities through client interactions.
• Ensure visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions.
• Run and upkeep the lobby / lounge of Fidelity’s fast paced Investor Center.
• Ensure all client collateral and office supplies are in stock.
• Partner with Fidelity’s clients to build long-lasting relationships and financial plans.
• Offer support to Fidelity’s most wealthy and valuable clients daily.
• Identify leads and make effective introductions, directly impacting the success of the branch.
• Be an early adopter of technology and share what you have learned with the team.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree