Financial Representative - Indianapolis, IN
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 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
Investments in You
- Competitive total rewards package including a stable base salary
- In-branch, regional, national, and virtual training
- Early adoption of technology and sharing knowledge with the team
The Value You Deliver
- Supporting Fidelity’s most valuable clients daily
- Making effective introductions and identifying leads
- Directly impacting the success of the branch
- Offering a rewarding experience working with clients
- Transition to a full-time onsite working model
Pay and Schedule
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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Benefits
Our benefits are designed to help you and your family strike the right balance. They include:
- Training in-branch, regionally, nationally, and virtually
- Early adoption of technology and sharing knowledge with the team
Pay
Our investments in you include a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Schedule
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. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Qualifications
We are looking for candidates who have:
- 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)