Fidelity
Financial Representative - Cary, NC
Cary, NC · Full-time
No sponsorshipDetected 1 day ago
Customer SupportCollaborationOrganizational Skills
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.
- It is our mission for the Financial Representative to have rewarding interactions with clients.
- 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
Responsibilities
- Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
- Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
Requirements
- The Expertise and Skills You Bring
- Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
- The ability to assess client needs and find opportunities
- Remarkable attention to detail and ability to prioritize
Nice to have
- Experience in banking, insurance, or financial services is a plus
Skills
- Superb interpersonal skills and passion to engage with clients
- Organizational skills to manage multiple tasks
Compensation
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Benefits
- A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Company info
- As a key member of the team, you will provide daily support to Fidelity's most valued clients, delivering an exceptional experience that strengthens client relationships.
- By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch.
- Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.
- Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically.
- We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
- And our benefit programs are designed to help you and your family strike the right balance.
- We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
- You will not fail due to a lack of training or onboarding.
- Note: Fidelity will not provide immigration sponsorship for this position.
- 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.
Visa & Work Authorization
- Fidelity will not provide immigration sponsorship for this position.
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This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.