Financial Representative - Virginia Beach, VA

Fidelity • Virginia Beach, VA

1d • Onsite

About The Position

As a Financial Representative, you are the official face of Fidelity in the branch and help create an atmosphere that inspires client dedication and engagement. Through integrity and honesty, you will develop positive, long-lasting client relationships and provide rewarding interactions.

You will serve as a subject matter specialist in compliance and front-lobby transactions, support the branch’s daily operations, and identify opportunities to deepen client relationships. You will provide daily support to Fidelity’s valued clients, make effective introductions, and contribute directly to the branch’s success and growth. The role also includes acting as a technology champion by adopting new tools and sharing knowledge with colleagues.

Fidelity provides resources and support to prepare for the required Series 7 and Series 66 licenses, as well as training in-branch, regionally, nationally, and virtually. The role is part of Fidelity’s transition to a full-time onsite working model, which is being rolled out in phases; 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.
• Assess client needs and identify opportunities.
• Demonstrate attention to detail, prioritization, and 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.
• A degree, equivalent experience, or other professional certifications.
• Interest in obtaining a CFP, degree, or equivalent credential; tuition reimbursement may help support this.

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 branch success and growth.
• Act as a technology champion by embracing new tools and sharing knowledge to enhance team capabilities and performance.

Benefits

• Competitive total rewards package, including a stable base salary.
• 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 and onboarding in-branch, regionally, nationally, and virtually.

What This Job Offers

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