Financial Representative - Reno, NV

Fidelity • Reno, NV

2h

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps shape the branch atmosphere through integrity, honesty, and positive client interactions. The role focuses on building long-lasting client relationships and encouraging client dedication and engagement. As a subject matter specialist in compliance and front-lobby transactions, the Financial Representative supports branch success and identifies opportunities to deepen client relationships.

The position provides daily support to Fidelity clients, with an emphasis on delivering an exceptional experience, proactively identifying opportunities, and making effective introductions that contribute to branch 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 onboarding in-branch, regionally, nationally, and virtually, as well as resources to prepare for 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.
• Embraces feedback, fosters collaboration, and approaches 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

• Provide positive, rewarding interactions and daily support to Fidelity clients.
• Build and strengthen long-lasting client relationships through integrity and honesty.
• Serve as a subject matter specialist in compliance and front-lobby transactions.
• Identify opportunities to deepen client relationships and make effective introductions.
• Support branch success and contribute to its growth.
• Champion technology in the branch by adopting new tools and sharing knowledge with colleagues.

Benefits

• Competitive total rewards package, including a stable base salary.
• Benefit programs intended to help associates and their families achieve balance.
• Tuition reimbursement program that can help associates obtain a CFP, degree, or equivalent credential.
• Training in-branch, regionally, nationally, and virtually.

What This Job Offers

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