Financial Representative - Ft. Myers, FL

About 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, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission 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 finding opportunities to deepen relationships.

Responsibilities

• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships
• Proactively identify opportunities and make effective introductions to drive the success and growth of the branch
• Assess client needs and find opportunities to deepen relationships

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
• Experience in banking, insurance, or financial services is a plus
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
• A degree, equivalent experience, or other professional certifications are beneficial (tuition reimbursement program available to help obtain a CFP, degree, or equivalent credential)
• Superb interpersonal skills and passion to engage with clients
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity

Certifications

• Series 07 - FINRA
• Series 66 - FINRA

Benefits

• Competitive total rewards package, including a stable base salary to recognize associate achievements
• Benefit programs designed to help you and your family strike the right balance
• Training in-branch, regionally, nationally, and virtually to support all aspects of your business
• Tuition reimbursement program to help obtain a CFP, degree, or equivalent credential

Schedule

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

Fidelity will not provide immigration sponsorship for this position.