Financial Representative - Naperville, IL
About The Position
The Financial Representative serves as a key presence in the Fidelity branch, helping create a welcoming atmosphere and build long-lasting client relationships through integrity and honesty. The role supports clients through front-lobby transactions and compliance-related matters, identifies opportunities to deepen relationships, and contributes to branch success. As a member of the branch team, the Financial Representative provides daily support to Fidelity clients and delivers an exceptional experience. The role involves proactively identifying client needs and making effective introductions that support client relationships and branch growth. Fidelity provides training and onboarding in-branch, regionally, nationally, and virtually, as well as resources to prepare for required Series 7 and Series 66 licenses.
Requirements
- Customer service, phone-based support, or financial services experience provides a strong foundation for success.
- Required Series 7 and Series 66 licenses; resources and support are provided to prepare for them.
- Strong interpersonal skills and a passion for engaging with clients.
- Ability to assess client needs and identify opportunities.
- Attention to detail and ability to prioritize.
- Organizational skills to manage multiple tasks.
- Willingness to embrace feedback, foster collaboration, and approach challenges with curiosity.
- Must meet applicable legal and regulatory requirements related to criminal history.
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, with tuition reimbursement available to help.
Responsibilities
- Serve as a subject matter specialist for compliance and front-lobby transactions.
- Provide daily support to Fidelity clients and deliver an exceptional client experience.
- Build positive, long-lasting client relationships through integrity and honesty.
- Assess client needs and identify opportunities to deepen relationships.
- Proactively identify opportunities and make effective introductions to support branch success and growth.
- Serve as a technology champion within the branch by adopting new tools and sharing knowledge with colleagues.
Benefits
- Stable base salary and competitive total rewards package.
- Comprehensive health care coverage.
- Emotional well-being support.
- Retirement benefits.
- Paid time off.
- Parental leave.
- Charitable giving employee match program.
- Student loan repayment assistance.
- Tuition reimbursement.
- Learning resources and training to support career development.
- In-branch, regional, national, and virtual training and onboarding.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
