Financial Representative - Oakdale, MN

Fidelity • Oakdale, MN

9d • Onsite

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere that inspires client engagement and builds long-lasting relationships. The role supports Fidelity’s clients through front-lobby transactions and compliance-related guidance, while identifying opportunities to deepen relationships and contribute to branch success. The representative provides daily support to valued clients, makes effective introductions, and helps deliver an exceptional experience that strengthens client relationships. The position also serves as a technology champion within the branch by adopting new tools and sharing knowledge with teammates. 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.
• Superb interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Willingness to embrace feedback, foster collaboration, and approach challenges with curiosity.
• Must obtain Series 7 and Series 66 licenses; Fidelity provides resources and support to prepare.

Nice To Haves

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

Responsibilities

• Support clients through front-lobby transactions and provide an exceptional branch experience.
• Apply subject-matter expertise in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Provide daily support to Fidelity clients and contribute to branch success and growth.
• Serve as a technology champion by adopting new tools and sharing knowledge with the team.
• Manage multiple tasks, prioritize work, and respond to client needs.

Benefits

• Stable base salary and competitive total rewards package.
• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• 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.

What This Job Offers

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