Financial Services Representative - Ashburn, VA

Fidelity Investments•Ashburn, VA

6d•$45,000 - $75,000•Onsite

About The Position

The Financial Representative is the official face of Fidelity in the branch and helps create a welcoming atmosphere through integrity and honesty. The role focuses on engaging clients, building long-lasting positive relationships, and supporting the branch’s success by identifying opportunities to deepen client relationships. As a subject matter specialist in compliance and front-lobby transactions, the representative supports Fidelity clients each day, identifies leads, makes effective introductions, and serves as a technology champion by adopting new tools and sharing knowledge with the team. Fidelity provides training and onboarding, including support while employees learn FINRA licensing material and work toward Series 7 and Series 66 licenses. The role is based in Ashburn, Virginia. Fidelity is transitioning to a full-time onsite model through a phased regional and role-based rollout; onsite expectations vary and may evolve. The stated base salary range is $45,000–$75,000 per year, with placement based on responsibilities, location, relevant experience, and other factors. Eligible offers may also include bonus or other variable compensation. Fidelity does not provide immigration sponsorship for this position.

Requirements

Customer service, phone, or financial services experience.
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.
A coachable, collaborative, and curious approach.
Work toward obtaining Series 7 and Series 66 licenses; Fidelity provides support with learning the FINRA licensing material.
Fidelity does not provide immigration sponsorship for this position.

Nice To Haves

Banking, insurance, or financial experience.
A degree and/or other professional certifications.
A CFP designation or degree; Fidelity’s Tuition Reimbursement program may help employees obtain one.

Responsibilities

Engage with clients and build long-lasting, positive relationships.
Serve as a subject matter specialist in compliance and front-lobby transactions.
Identify opportunities to deepen client relationships and contribute to branch success.
Identify leads and make effective introductions.
Support Fidelity clients daily.
Act as a technology champion by adopting technology and sharing knowledge with the team.

Benefits

Competitive total rewards package and 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 and tuition reimbursement.
Learning resources and training to develop your career.
Training in-branch, regionally, nationally, and virtually.