Financial Representative - Palo Alto

Fidelity Investments•Palo Alto, CA

8d•$45,000 - $75,000•Onsite

About The Position

As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.

Requirements

Customer service, phone, or financial services experience.
Banking, insurance, or financial experience is an excellent addition.
Willingness to learn FINRA licensing material and work to obtain the Series 7 and 66 licenses.
Superb interpersonal skills and passion to engage with clients.
An aptitude to assess client needs and identify opportunities.
Remarkable attention to detail and ability to prioritize.
Organizational skills to manage multiple tasks.
Being coachable, collaborative, and curious.

Nice To Haves

CFP or degree (Tuition Reimbursement program available to help obtain one if not already possessed).

Responsibilities

Serve as the official face of Fidelity, impacting the branch atmosphere.
Inspire client dedication and engagement through integrity and honesty.
Develop long-lasting positive relationships with Fidelity.
Have rewarding interactions with clients.
Act as a subject matter specialist in compliance and all front lobby transactions.
Partner and contribute to branch success by identifying opportunities to deepen relationships.
Offer support to Fidelity’s most valuable clients daily.
Identify leads and make effective introductions, directly impacting the success of the branch.
Be a technology champion for the branch, acting as an early adopter of technology and sharing knowledge with the team.