Financial Representative - Minnetonka, MN
About The Position
As a Financial Representative, you are the official face of Fidelity in the branch and help create a welcoming atmosphere that inspires client dedication and engagement. Through integrity and honesty, you will build long-lasting positive client relationships and provide rewarding interactions. You will serve as a subject matter specialist in compliance and front-lobby transactions, support Fidelity’s valued clients, and contribute to branch success by identifying opportunities to deepen relationships. By making effective introductions and proactively identifying client needs, you will help drive the branch’s success and growth. 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. The position is based in Minnetonka, Minnesota. Fidelity is transitioning to a full-time onsite working model through a phased rollout; current onsite expectations vary by role and location and may evolve.
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 resources and support to prepare.
- Demonstrate 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.
- Embrace feedback, foster collaboration, and approach challenges with curiosity.
- No immigration sponsorship is available for this position.
Nice To Haves
- Experience in banking, insurance, or financial services.
- A degree, equivalent experience, or other professional certifications.
- Interest in pursuing a CFP, degree, or equivalent credential, for which tuition reimbursement may help.
Responsibilities
- Support clients with front-lobby transactions and provide daily assistance to Fidelity clients.
- Serve as a subject matter specialist in compliance and front-lobby transactions.
- Build positive, long-lasting client relationships through integrity and honest, engaging interactions.
- Assess client needs and identify opportunities to deepen relationships.
- Make effective introductions and proactively identify opportunities that contribute to branch success and growth.
- Champion technology within the branch by adopting new tools early and sharing knowledge with colleagues.
Benefits
- Competitive total rewards package, including a stable base salary.
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement benefits.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.
- In-branch, regional, national, and virtual training.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
