Financial Representative - Center Valley, PA

Fidelity • Center Valley, PA

4d

About The Position

As a Financial Representative, you are a key part of the branch atmosphere and the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement and develop positive, long-lasting relationships. The role focuses on rewarding client interactions and providing daily support to Fidelity’s valued clients.

As a subject matter specialist in compliance and front-lobby transactions, you will contribute to branch success by identifying opportunities to deepen client relationships. You will proactively identify opportunities and make effective introductions that support the growth of the branch. You will also serve as a technology champion, adopting new tools and sharing knowledge with colleagues.

Fidelity provides comprehensive resources and support to prepare for the required Series 7 and Series 66 licenses, as well as training in-branch, regionally, nationally, and virtually. The role is part of Fidelity’s evolving onsite working model; onsite expectations vary by role and location and may change as the rollout continues.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Prepare for and obtain the required Series 7 and Series 66 licenses with Fidelity resources and support.
• Demonstrate superb interpersonal skills and a passion for engaging with clients.
• Assess client needs and identify opportunities.
• Demonstrate remarkable attention to detail and the ability to prioritize.
• Use organizational skills to manage multiple tasks.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.

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; tuition reimbursement may help support this.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional experience that strengthens relationships.
• 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.
• Champion technology by embracing new tools and sharing knowledge to improve team capabilities and performance.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families find balance.
• Training and onboarding in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program.

What This Job Offers

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