Financial Representative - Minnetonka, MN

Fidelity Investments is looking for a Financial Representative to enhance client relationships and contribute to branch success. This role involves engaging with clients, identifying opportunities, and ensuring compliance with front lobby transactions.

Responsibilities

• Make a key impact on the branch atmosphere as the official face of Fidelity
• Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
• Partner and contribute to branch success by identifying opportunities to deepen relationships with clients
• Provide superb customer service and support to Fidelity’s most valuable clients daily
• Identify leads and make effective introductions to impact the success of the branch
• Be a technology champion for the branch and share knowledge with the team

Skills

• Customer service, phone, or financial services experience
• Banking, insurance, or financial experience
• Ability to learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
• Superb interpersonal skills and passion to engage with clients
• An 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
• Degree and/or other professional certifications
• CFP or degree

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment
• Tuition reimbursement
• Learning resources to develop your career

Company Overview