Financial Representative - North LaSalle, IL

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
• Degree and/or other professional certifications (CFP or degree) are helpful
• If you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

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
• Being coachable, collaborative, and curious are your "go to" attributes

The Value You Deliver

• A key member of the team, offering support to Fidelity’s most valuable clients daily
• Identifying leads and making effective introductions, directly impacting the success of the branch
• Working with clients offers a rewarding experience
• Acting as a technology champion for the branch, being an early adopter of technology and sharing what you have learned with the team

The Investments in You

• A competitive total rewards package, including a stable base salary, to recognize associate achievements
• Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement, 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

Onsite Working Model

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.

Pay Range

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. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.