Financial Representative - Dayton, OH
The Role
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
Expertise We're Looking For
- Customer service, phone, or financial services experience
- Banking, insurance, or financial experience
- FINRA licensing material
- Series 7 and 66 licenses
- Degree or professional certification (CFP or degree)
The Purpose of Your Role
Our mission for the Financial Representative is to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
- Superb interpersonal skills and passion to engage with clients
- Aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Coachable, collaborative, and curious attributes
The Value You Deliver
- Key member of the team, offering support to Fidelity’s most valuable clients daily
- Identifying leads and making effective introductions, impacting the success of the branch
- Directly impacting the success of the branch
- Working with clients in a rewarding experience
- Early adopter of technology and sharing knowledge with the team
Investments in You
- Competitive total rewards package including a stable base salary
- Training in-branch, regionally, nationally, and virtually
Pay
Details about pay are not specified in the job description.
Schedule
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Benefits
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Skills
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Benefits
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Pay
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Schedule
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Qualifications
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Requirements
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Commute
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Equal Opportunity Employer
Fidelity is an equal opportunity employer and does not discriminate against applicants based on race, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or expression.