Financial Representative - Irvine, CA
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 inspire client dedication and engagement and develop long-lasting, positive relationships. You provide rewarding interactions and act as a subject matter specialist in compliance and front-lobby transactions, partnering with colleagues to contribute to branch success and identify opportunities to deepen client relationships. You provide daily support to Fidelity’s valued clients and deliver an exceptional experience that strengthens relationships. By proactively identifying opportunities and making effective introductions, you contribute directly to the success and growth of the branch. 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 for preparation.
- 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
- Serve as the official face of Fidelity in the branch and foster positive client relationships through integrity and honesty.
- Support clients daily and deliver an exceptional client experience.
- Serve as a subject matter specialist in compliance and front-lobby transactions.
- Partner with branch colleagues to contribute to branch success.
- Identify opportunities to deepen client relationships and make effective introductions.
- Act as a technology champion, adopting new tools and sharing knowledge to enhance team capabilities and performance.
- Assess client needs and prioritize multiple tasks.
Benefits
- Competitive total rewards package, including a stable base salary.
- Comprehensive health care coverage and emotional well-being support.
- Market-leading 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 and onboarding in-branch, regionally, nationally, and virtually.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
