Financial Representative - Burlingame, CA
Fidelity Investments is seeking a Financial Representative to play a key role in enhancing the branch atmosphere and fostering client relationships. The representative will engage with clients, identify opportunities for deeper connections, and support branch success through compliance and transaction expertise.
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
- Offer 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, adopting and sharing new technology 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
- Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- 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
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company Overview