Financial Representative - Cleveland East, OH

Fidelity Investments • Orange, OH

3d • Onsite

About The Position

As a Financial Representative, you are the official face of Fidelity in the branch and help shape its atmosphere. Through integrity and honesty, you inspire client dedication and engagement and develop lasting positive relationships. You provide rewarding client interactions and serve as a subject matter specialist in compliance and front-lobby transactions. In partnership with the branch team, you identify opportunities to deepen client relationships and contribute to branch success.

You provide daily support to Fidelity’s valued clients and deliver an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you directly support the growth and success of the branch. You also serve as a technology champion, adopting new tools and sharing knowledge to strengthen team capabilities and performance.

Fidelity provides training and onboarding in-branch, regionally, nationally, and virtually. Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses. The position is in Fidelity’s evolving onsite working model; onsite expectations vary by role and location and may change as the rollout continues.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Prepare for and obtain the required Series 7 and Series 66 licenses; Fidelity provides preparation resources and support.
• Strong interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Willingness to embrace feedback, collaborate, and approach challenges with curiosity.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience in banking, insurance, or financial services.
• A degree, equivalent experience, or other professional certifications.

Responsibilities

• Support clients with front-lobby transactions and compliance-related matters.
• Deliver an exceptional client experience and build lasting relationships through integrity and honest engagement.
• Identify opportunities to deepen client relationships and make effective introductions.
• Contribute to branch success and growth.
• Act as a technology champion by adopting new tools and sharing knowledge with the team.
• Manage multiple tasks and prioritize work.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs designed to support associates and their families.
• Tuition reimbursement program that can help associates obtain a CFP, degree, or equivalent credential.
• Training and onboarding offered in-branch, regionally, nationally, and virtually.

What This Job Offers

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