Financial Representative - Naples, FL
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 is 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 identifying opportunities to deepen relationships.
Your Skills
- 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 attitude
The Investments in You
- Competitive total rewards package including a stable base salary
- In-branch, regional, national, and virtual training programs
- 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
Our Investments in You
- Tuition reimbursement program to help obtain necessary certifications
- Training in-branch, regionally, nationally, and virtually
- No failure due to lack of training or onboarding
Pay and Schedule
Fidelity’s investments in you include a competitive total rewards package, including a stable base salary, and benefit programs designed to help you and your family strike the right balance.
Benefits
- Stable base salary
- Training in-branch, regionally, nationally, and virtually
- Early adoption of technology and sharing knowledge with the team
Pay
Fidelity offers 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, and benefit programs designed to help you and your family strike the right balance.
Qualifications
Customer service, phone, or financial services experience is required. Banking, insurance, or financial experience is an excellent addition. We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses. Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.
Skills
- 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 attitude
Benefits
- Stable base salary
- Training in-branch, regionally, nationally, and virtually
- Early adoption of technology and sharing knowledge with the team
Pay
Fidelity offers 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, and benefit programs designed to help you and your family strike the right balance.
Legal Information
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.