Financial Representative- Seal Beach, CA

Fidelity • Seal Beach, CA

9d

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere that inspires client engagement and long-lasting relationships. This role supports Fidelity clients through daily interactions, serves as a subject matter specialist in compliance and front-lobby transactions, and contributes to branch success by identifying opportunities to deepen client relationships and making effective introductions.

The representative is also a technology champion within the branch, adopting new tools and sharing knowledge to strengthen team capabilities. Fidelity provides training and resources to support onboarding and preparation for the required Series 7 and Series 66 licenses. The position is based in Seal Beach, California. Fidelity is transitioning toward a full-time onsite working model, but onsite expectations vary by role and location and may evolve during the rollout.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Ability to obtain the required Series 7 and Series 66 licenses, with Fidelity resources and support provided.
• 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.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience in banking, insurance, or financial services is a plus.
• A degree, equivalent experience, or other professional certifications are beneficial.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• 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.
• Act as a technology champion by adopting new tools and sharing knowledge with the team.

Benefits

• Competitive total rewards package including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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