Financial Representative - Folsom, CA
About The Position
As a Financial Representative, you make a key impact on the branch atmosphere, serving 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. You will be a key member of the team, offering support to Fidelity’s most valuable clients daily. By identifying leads and making effective introductions, you are directly impacting the success of the branch. Your efforts will be valued by clients and you will find working with those clients a rewarding experience. As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team.
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).
Responsibilities
- Serve as the official face of Fidelity, impacting 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 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 to impact branch success.
- Be a technology champion for the branch, adopting new technology and sharing knowledge.
Benefits
- Competitive total rewards package.
- Stable base salary.
- Comprehensive health care coverage.
- Emotional well-being support.
- Market-leading retirement.
- Generous paid time off.
- Parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment.
- Tuition reimbursement.
- Learning resources to develop your career.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
