Financial Representative - Greenville, SC
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 and obtaining the Series 7 and 66 licenses
- Degree and/or other professional certifications (CFP or degree)
- Tuition Reimbursement program for obtaining a 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 Investments in You
- A competitive total rewards package, including a stable base salary
- Training in-branch, regionally, nationally, and virtually
- Early adoption of technology and sharing knowledge with the team
The Value You Deliver
- A 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
- Transition to a full-time onsite working model
Pay
Competitive base salary recognized for associate achievements.
Schedule
Fidelity’s Onsite Working Model is transitioning to a full-time onsite presence, with varying requirements based on role and location.
Benefits
- Training in-branch, regionally, nationally, and virtually
- Early adoption of technology and sharing knowledge with the team