Financial Representative - Virginia Beach, VA
About The Position
The Financial Representative is the official face of Fidelity in the branch, helping create a welcoming atmosphere and inspire client dedication through integrity and honest interactions. This role supports Fidelity clients, builds positive long-term relationships, and contributes to branch success by identifying opportunities to deepen relationships. As a subject matter specialist in compliance and front-lobby transactions, the Financial Representative provides daily support to clients, makes effective introductions, and helps strengthen client relationships and branch growth. The role also serves as a technology champion, adopting new tools and sharing knowledge with the team. Fidelity provides training and resources to prepare associates for the required Series 7 and Series 66 licenses.
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; Fidelity provides preparation resources and support.
- Demonstrate superb interpersonal skills and a passion for engaging with clients.
- Assess client needs and identify opportunities.
- Demonstrate attention to detail and the ability to prioritize.
- Manage multiple tasks using organizational skills.
- Embrace feedback, foster collaboration, and approach challenges with curiosity.
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 opportunities to deepen client relationships and make effective introductions.
- Contribute to the success and growth of the branch.
- Serve as a technology champion by adopting new tools and sharing knowledge to enhance team capabilities and performance.
Benefits
- Stable base salary and competitive total rewards package.
- Comprehensive health care coverage and emotional well-being support.
- Retirement benefits.
- Paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
- Training in-branch, regionally, nationally, and virtually.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
