Financial Representative - Exton, PA

Fidelity will not provide immigration sponsorship for this position.

About the Role

As a Financial Representative, you will be the official face of Fidelity in the branch, inspiring client dedication and engagement through integrity and honesty. You will develop long-lasting positive relationships with clients, ensuring rewarding interactions. As a subject matter specialist in compliance and all front lobby transactions, you will partner with the team to deepen client relationships and contribute to branch success.

Responsibilities

• Serve as a compliance and front lobby transactions specialist, identifying opportunities to deepen client relationships.
• Act as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team performance.
• Deliver exceptional client experiences, proactively identifying opportunities and making effective introductions to drive branch growth.
• Assess client needs and find opportunities to strengthen relationships.
• Manage multiple tasks with strong organizational skills and attention to detail.

Requirements

• Customer service, phone-based support, or financial services experience.
• Experience in banking, insurance, or financial services is a plus.
• Preparation for required Series 7 and Series 66 licenses (comprehensive resources and support provided).
• A degree, equivalent experience, or professional certifications (tuition reimbursement available for CFP, degree, or equivalent credentials).
• Superb interpersonal skills and a passion for client engagement.
• Ability to prioritize tasks and manage time effectively.
• Openness to feedback, collaboration, and curiosity in approaching challenges.

Benefits

• Competitive total rewards package, including a stable base salary to recognize achievements.
• Comprehensive benefit programs designed to support work-life balance.
• Extensive training opportunities in-branch, regionally, nationally, and virtually.
• Tuition reimbursement program for obtaining certifications, degrees, or equivalent credentials.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations may evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

• Series 07 - FINRA
• Series 66 - FINRA

Fidelity’s business is governed by securities, investment, and retirement-related laws and regulations, including the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, ERISA, and FINRA rules. These may restrict hiring individuals with certain criminal histories.