Financial Representative- Seal Beach, CA
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 develops positive, long-lasting client relationships and provides rewarding client interactions. As a subject matter specialist in compliance and front-lobby transactions, the representative contributes to branch success by identifying opportunities to deepen relationships. The role provides daily support to Fidelity clients and delivers an exceptional experience that strengthens relationships. By proactively identifying opportunities and making effective introductions, the representative contributes directly to branch success and growth. The position also serves as a technology champion, adopting new tools and sharing knowledge to enhance team capabilities and performance. Fidelity provides training and onboarding in-branch, regionally, nationally, and virtually.
Requirements
- Customer service, phone-based support, or financial services experience provides a strong foundation for success.
- 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.
- Embraces feedback, fosters collaboration, and approaches challenges with curiosity.
- Must obtain the required Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare.
Nice To Haves
- Experience in banking, insurance, or financial services.
- A degree, equivalent experience, or other professional certifications.
Responsibilities
- Support Fidelity clients daily and deliver an exceptional client experience.
- Build positive, long-lasting client relationships through integrity and honesty.
- Serve as a subject matter specialist in compliance and front-lobby transactions.
- Identify opportunities to deepen client relationships and make effective introductions.
- Contribute to the success and growth of the branch.
- Serve as a technology champion by adopting new tools and sharing knowledge with the team.
Benefits
- Stable base salary and competitive total rewards package.
- Comprehensive health care coverage and 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 develop your career.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
