Financial Representative - Albany, NY

Fidelity Investments • Albany, NY

4d • $45,000 - $75,000

About The Position

The Financial Representative is the official face of Fidelity in the branch, helping create a welcoming atmosphere and build lasting, positive client relationships through integrity and honesty. This role supports Fidelity’s valued clients by delivering an exceptional experience, handling front-lobby transactions, and serving as a subject matter specialist in compliance. The representative assesses client needs, identifies opportunities to deepen relationships, and makes effective introductions that contribute to branch success and growth.

The role also serves as a technology champion, adopting new tools and sharing knowledge to strengthen team capabilities and performance. Fidelity provides training and support, including preparation for the required Series 7 and Series 66 licenses. The position is based in Albany, New York. Fidelity is transitioning toward a full-time onsite working model, with current onsite expectations varying by role and location.

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.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Experience in banking, insurance, or financial services is a plus.
• A degree, equivalent experience, or other professional certifications are beneficial.

Responsibilities

• Provide daily support to Fidelity clients and deliver an exceptional client experience.
• Serve as the official face of Fidelity in the branch and foster positive, long-lasting client relationships.
• Handle front-lobby transactions and serve as a subject matter specialist in compliance.
• Assess client needs and identify opportunities to deepen relationships.
• Make effective introductions 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 and prioritize work effectively.

Benefits

• Stable base salary and potential bonus or other variable compensation, depending on position and eligibility.
• 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.
• In-branch, regional, national, and virtual training and onboarding.

What This Job Offers

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