Financial Representative - Portsmouth, NH
About the role
We believe that as a Financial Representative, you make a key impact on the branch culture and sales, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement in order to develop long-lasting positive relationships with Fidelity.
Responsibilities
- Obtain your FINRA series 7 and series 66 licenses allowing you to provide fundamental financial guidance and mentorship.
- Partner and contribute to branch success by identifying sales opportunities.
- Identify leads and make effective introductions, directly impacting the success of the branch.
- Offer support to Fidelity’s most wealthy and valuable clients daily.
- Be an early adopter of technology and share what you have learned with the team.
Requirements
- A college degree is encouraged yet not required.
- Customer service, sales, phone or financial services experience will prepare you for this role.
- Banking, insurance, or financial experience is an excellent addition to your experience.
- We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 66 licenses during your first six months.
Qualifications
- Superb interpersonal skills and passion to engage with customers.
- An aptitude for sales to dedicately identify leads.
- Remarkable attention to detail and ability to prioritize.
- Computer literacy and experience working with multiple applications at once.
Skills
- Interpersonal skills and passion to engage with customers.
- Aptitude for sales to identify leads.
- Attention to detail and prioritization skills.
- Computer literacy and experience with multiple applications.
Benefits
Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
Pay
The pay for this role is competitive and commensurate with experience.
Schedule
The schedule for this role is flexible and can vary based on the needs of the branch and the individual's performance.
Expertise
We're looking for a college degree, but it is not required. Customer service, sales, phone or financial services experience will prepare you for this role. Banking, insurance, or financial experience is an excellent addition to your experience. We'll support you while you learn the FINRA licensing material and work to obtain your Series 7 & 66 licenses during your first six months.
Category
Customer Service
Company Information
Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
Laws and Regulations
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.