Financial Representative - Winter Park, FL

Fidelity • Winter Park, FL

5d • 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.
• Ability to learn FINRA licensing material and obtain Series 7 and 66 licenses.
• Superb interpersonal skills and passion to engage with clients.
• 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

• Banking, insurance, or financial experience.
• CFP or degree.
• Experience with the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, and state laws governing securities, investment, and retirement-related financial activities.
• Familiarity with rules and regulations of self-regulatory organizations, including FINRA.

Responsibilities

• Act 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.
• Serve 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.
• Directly impact the success of the branch by identifying leads and making effective introductions.
• Serve as a technology champion for the branch, being an early adopter of technology and sharing knowledge with the team.

Benefits

• Competitive total rewards package.
• Stable base salary.
• Benefit programs designed to help you and your family strike the right balance.
• Training in-branch, regionally, nationally, and virtually.
• Tuition Reimbursement program.

What This Job Offers

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