FinancialRepresentative

## ## Job Description: ## Financial Representative In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance. ## The Expertise We’re Looking For * A college degree is encouraged yet not required * We feel customer service, sales, phone or financial services experience will prepare you for this role * Banking, insurance, or financial experience is an excellent addition to your experience * Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity’s clients * Superb interpersonal, customer interaction and communication skills * We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 63 licenses during your first six months ## The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success. ## The Skills You Bring * Superb interpersonal skills and passion to engage with customers * An aptitude for sales to