Financial Representative - Henderson, NV

Fidelity • Henderson, NV

8d

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create an atmosphere that inspires client dedication and engagement. Through integrity and honesty, the representative builds long-lasting positive client relationships and provides rewarding interactions.

As a subject matter specialist in compliance and front-lobby transactions, the representative supports branch success by identifying opportunities to deepen client relationships. The role provides daily support to Fidelity clients, delivers an exceptional experience, and makes effective introductions that contribute to branch growth. The representative also serves as a technology champion by adopting new tools and sharing knowledge with colleagues.

Fidelity provides resources and support to prepare for the required Series 7 and Series 66 licenses, along with training in-branch, regionally, nationally, and virtually. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary and may evolve. Immigration sponsorship is not provided for this position.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success.
• Superb interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail.
• Organizational skills to manage multiple tasks.
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity.
• Must obtain the Series 7 and Series 66 licenses; Fidelity provides preparation resources and support.

Nice To Haves

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

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.
• Identify client needs and opportunities to deepen relationships, and make effective introductions.
• Contribute to branch success and growth.
• Serve as a technology champion by embracing new tools and sharing knowledge to enhance team capabilities and performance.
• Manage multiple tasks and prioritize effectively.

Benefits

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

What This Job Offers

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