Financial Representative - Tukwila, WA

Fidelity Investments•Tukwila, WA

1d•$45,000 - $75,000•Onsite

About The Position

The Financial Representative serves as the official face of Fidelity within the branch, making a key impact on the branch atmosphere. Through integrity and honesty, the role aims to inspire client dedication and engagement, fostering long-lasting positive relationships with Fidelity. The mission is to ensure rewarding interactions with clients. As a subject matter specialist in compliance and front lobby transactions, the Financial Representative partners and contributes to branch success by identifying opportunities to deepen client relationships.

Requirements

Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
Superb interpersonal skills and passion to engage with clients.
The ability to assess client needs and find 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 Series 7 and Series 66 licenses.
Securities Industry Essentials (SIE)
Series 07 - FINRA
Series 66 - FINRA

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 a subject matter specialist in compliance and all front lobby transactions.
Partner and contribute to branch success by finding opportunities to deepen relationships.
Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships.
Proactively identify opportunities and make effective introductions to drive the success and growth of the branch.
Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance.