Financial Representative - Overland Park, KS

Fidelity•Overland Park, KS

4d•Hybrid

About The Position

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We’re Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Purpose of Your Role 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. Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver A key member of the team, you are 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 will prepare you for this role
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 are your "go to" attributes

Nice To Haves

Banking, insurance, or financial experience is an excellent addition to your experience
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

Responsibilities

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.
A key member of the team, you are 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
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

Benefits

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
benefit programs are designed to help you and your family strike the right balance.
We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Tuition Reimbursement program

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