Financial Representative - Towson, MD

Fidelity • Towson, MD

7d • Onsite

About The Position

As a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. You will be a key member of the team, offering support to Fidelity’s most valuable clients daily. By identifying leads and making effective introductions, you are directly impacting the success of the branch. Your efforts will be valued by clients and you will find working with those clients a rewarding experience. As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team.

Requirements

• Customer service, phone, or financial services experience.
• Ability to learn FINRA licensing material and obtain Series 7 and 66 licenses.
• Superb interpersonal skills and passion to engage with clients.
• Aptitude to assess client needs and identify opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.
• Being coachable, collaborative, and curious.
• Understanding that Fidelity is not providing immigration sponsorship for this position.
• Awareness that Fidelity’s business is governed by various securities laws and regulations, which may restrict hiring individuals with certain Criminal Histories.

Nice To Haves

• Banking, insurance, or financial experience.
• CFP or degree (or willingness to obtain one with Tuition Reimbursement program).

Responsibilities

• Act as the official face of Fidelity, inspiring client dedication and engagement.
• Develop long-lasting positive relationships with Fidelity.
• Have rewarding interactions with clients.
• Serve as a subject matter specialist in compliance and all front lobby transactions.
• Partner and contribute to branch success by identifying opportunities to deepen relationships.
• Support Fidelity’s most valuable clients daily.
• Identify leads and make effective introductions to impact branch success.
• Be a technology champion for the branch, adopting new technology and sharing knowledge.

Benefits

• Competitive total rewards package.
• Stable base salary.
• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

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