Financial Representative - Naperville, IL
Fidelity Investments is seeking a Financial Representative to make a key impact on the branch atmosphere as the official face of Fidelity. The role involves inspiring client dedication, engaging with clients, and contributing to branch success by identifying opportunities for deeper relationships.
Responsibilities
- Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
- Partner and contribute to branch success by identifying opportunities to deepen relationships
- Offer support to Fidelity’s most valuable clients daily
- Identify leads and make effective introductions to directly impact the success of the branch
- Be a technology champion for the branch, early adopter of technology, and share what you have learned with the team
Skills
- Customer service, phone, or financial services experience
- Banking, insurance, or financial experience
- Ability to learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
- Degree and/or other professional certifications
- Superb interpersonal skills and passion to engage with clients
- An aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable, collaborative, and curious
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career
Company Overview