Financial Representative - Oak Brook, 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
- FINRA licensing material
- Series 7 and 66 licenses
- Degree or other professional certifications (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
The Value You Deliver
- A key member of the team
- Supporting Fidelity’s most valuable clients daily
- Making effective introductions to identify leads
- Directly impacting the success of the branch
- Offering technology support and sharing knowledge with the team
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 and Benefits
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.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.