Financial Representative - Palo Alto, CA
Fidelity Investments is a leading financial services company, and they are seeking a Financial Representative to enhance client relationships and contribute to branch success. The role involves engaging with clients, identifying opportunities, and supporting compliance and front lobby transactions.
Responsibilities
- A key member of the team, you are offering support to Fidelity’s most valuable clients daily
- By identifying leads and making effective introductions, you are directly impacting the success of the branch
- Your efforts will be valued by clients and you will find working with those clients a rewarding experience
- As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Skills
- Customer service, phone, or financial services experience will prepare you for this role
- 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 are your 'go to' attributes
- We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
- Certifications: Series 07 - FINRA, Series 66 - FINRA
- Banking, insurance, or financial experience is an excellent addition to your experience
- Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview