Financial Representative - Milwaukee, WI
Fidelity Investments, Goerkes Corner, WI, United States
Financial Representative
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, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role.
Banking, insurance, or financial experience is an excellent addition.
We will support you while you 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.
The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
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 are your "go to" attributes.
Note: Fidelity is not providing immigration sponsorship for this position.
Our Investments in You 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.
The Value You Deliver
A key member of the team, offering support to Fidelity’s most valuable clients daily.
By identifying leads and making effective introductions, you directly impact the success of the branch.
Your efforts will be valued by clients, and you will find working with those clients a rewarding experience.
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team.
Certifications Series 07 — FINRA, Series 63 — FINRA, Series 65 — FINRA, Series 66 — FINRA.
Hybrid Work Arrangement Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role.
Banking, insurance, or financial experience is an excellent addition.
We will support you while you 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.
The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
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 are your "go to" attributes.
Note: Fidelity is not providing immigration sponsorship for this position.
Our Investments in You 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.
The Value You Deliver
A key member of the team, offering support to Fidelity’s most valuable clients daily.
By identifying leads and making effective introductions, you directly impact the success of the branch.
Your efforts will be valued by clients, and you will find working with those clients a rewarding experience.
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team.
Certifications Series 07 — FINRA, Series 63 — FINRA, Series 65 — FINRA, Series 66 — FINRA.
Hybrid Work Arrangement Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M‑F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
#J-18808-Ljbffr