Financial Representative - Midlothian, VA

Fidelity will not provide immigration sponsorship for this position.

About the role

As a Financial Representative, you will serve as the official face of Fidelity, inspiring client dedication and engagement to develop long-lasting positive relationships. You will act as a subject matter specialist in compliance and all front lobby transactions, partnering to contribute to branch success by finding opportunities to deepen client relationships.

Responsibilities

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

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).li>
• Superb interpersonal skills and passion for engaging with clients.
• Ability to prioritize and manage multiple tasks with remarkable attention to detail.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.

Qualifications

• A degree, equivalent experience, or other professional certifications (tuition reimbursement program available for CFP, degree, or equivalent credential).
• Certifications: Series 07 - FINRA, Series 66 - FINRA.

Benefits

• Competitive total rewards package, including a stable base salary.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Pay

The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package, which may also include bonus or other variable compensation depending on position and eligibility.

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.