Financial Representative - Exton, PA

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 is for the Financial Representative 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.

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, supporting Fidelity’s most valuable clients daily
• Identifying leads and making effective introductions, impacting branch success
• Working with clients in a rewarding experience
• Technology champion for the branch, adopting and sharing new technologies

Investments in You

• Competitive total rewards package including a stable base salary
• In-branch, regional, national, and virtual training
• No failure due to lack of training or onboarding

Pay

Details about pay are not specified in the job description.

Schedule

Details about schedule are not specified in the job description.

Benefits

Details about benefits are not specified in the job description.

Payroll Information

Fidelity’s investments in you include a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance.

Equal Opportunity Employer

Fidelity is an equal opportunity employer and does not provide immigration sponsorship for this position.

Legal Compliance

Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.