Financial Representative - Winston-Salem, NC

Fidelity • Winston Salem, NC

7d

About The Position

The Financial Representative serves as the official face of Fidelity in the branch, helping create a welcoming atmosphere and inspire client dedication through integrity and honest interactions. The role provides daily support to valued clients and works to build long-lasting positive relationships.

As a subject matter specialist in compliance and front-lobby transactions, the Financial Representative contributes to branch success by assessing client needs, identifying opportunities to deepen relationships, and making effective introductions. The role also champions technology adoption and shares knowledge to strengthen team capabilities and performance. Fidelity provides resources and training to prepare associates for the required Series 7 and Series 66 licenses, along with business training in-branch, regionally, nationally, and virtually.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Obtain the required Series 7 and Series 66 licenses, for which Fidelity provides preparation resources and support.
• Demonstrate superb interpersonal skills and a passion for engaging with clients.
• Assess client needs and identify opportunities.
• Have remarkable attention to detail and the ability to prioritize.
• Use organizational skills to manage multiple tasks.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.
• No immigration sponsorship is provided 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.
• Interest in pursuing a CFP, degree, or equivalent credential; tuition reimbursement may help obtain one.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Assess client needs and identify opportunities to deepen relationships.
• Make effective introductions that contribute to branch success and growth.
• Act as a technology champion by adopting new tools and sharing knowledge with the branch team.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to help associates and their families achieve 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