Financial Representative - Henderson, NV

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 other professional certifications (CFP or degree)
• Tuition Reimbursement program

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.

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

• 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
• Being a 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
• Onsite working model with evolving expectations

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.

Pay & Schedule

This position does not specify a pay or schedule.

Qualifications

No specific qualifications are listed in the job description.

Skills

No specific skills are listed in the job description.

Benefits

No specific benefits are listed in the job description.