Financial Representative - New Haven, CT

Fidelity will not provide immigration sponsorship for this position.

About the role

As a Financial Representative, you will be the official face of Fidelity in the branch, inspiring client dedication and engagement through integrity and honesty. You will develop long-lasting positive relationships with clients, ensuring rewarding interactions. As a subject matter specialist in compliance and all front lobby transactions, you will partner with the team to deepen client relationships and contribute to branch success.

Responsibilities

• Serve as a compliance and front lobby transactions specialist, identifying opportunities to deepen client relationships.
• Act as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team performance.
• Provide daily support to Fidelity’s clients, delivering an exceptional experience that strengthens relationships.
• Proactively identify opportunities and make effective introductions to drive branch success and growth.

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).
• A degree, equivalent experience, or other professional certifications (tuition reimbursement program available for CFP, degree, or equivalent credential).
• Superb interpersonal skills and a passion for engaging with clients.
• Ability to assess client needs and find opportunities.
• Remarkable attention to detail and ability to prioritize tasks.
• Strong organizational skills to manage multiple tasks.
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity.

Benefits

• Competitive total rewards package, including a stable base salary to recognize achievements.
• Benefit programs designed to help you and your family achieve work-life balance.
• Extensive training provided in-branch, regionally, nationally, and virtually to support all aspects of your role.

Schedule

Fidelity is transitioning to a full-time onsite working model through a phased rollout. 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.

Fidelity’s business is governed by securities, investment, and retirement-related laws and regulations, which may restrict hiring individuals with certain criminal histories.