Financial Representative - Palo Alto

About 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.

Responsibilities

• Provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships.
• Proactively identify opportunities and make effective introductions to drive the success and growth of the branch.
• Partner and contribute to branch success by finding opportunities to deepen relationships.
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance.
• Assess client needs and find opportunities.
• Show remarkable attention to detail and ability to prioritize.
• Manage multiple tasks with organizational skills.
• Embrace feedback, foster collaboration, and approach challenges with curiosity.

Requirements

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role.
• Experience in banking, insurance, or financial services is a plus.
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses.
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential).

Qualifications

• Superb interpersonal skills and passion to engage with clients.
• The ability to assess client needs and find opportunities.
• Remarkable attention to detail and ability to prioritize.
• Organizational skills to manage multiple tasks.

Skills

• Customer service, phone-based support, or financial services experience.
• Experience in banking, insurance, or financial services.
• Series 7 and Series 66 licenses.
• A degree, equivalent experience, or other professional certifications.
• Technology champion within the branch.
• Interpersonal skills.
• Attention to detail.
• Organizational skills.

Benefits

• A competitive total rewards package, including a stable base salary.
• Training in-branch, regionally, nationally, and virtually.
• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement, generous paid time off and parental leave.
• A charitable giving employee match program.
• 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. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Schedule

Fidelity's 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.

Note

Please be advised that 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.