Financial Representative - Sarasota, FL
Fidelity Investments, Jacksonville, FL, United States
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, serving as the official face of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement, developing long‑lasting positive relationships with Fidelity.
Job Description As a Financial Representative, you will be responsible for client interactions, front lobby transactions, and contributing to branch success by identifying opportunities to deepen relationships.
The Expertise We’re Looking For
Customer service, phone, or financial services experience
Banking, insurance, or financial experience
We’ll support the learning of FINRA licensing material, working toward Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don’t have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role To have rewarding interactions with clients as a subject‑matter specialist in compliance and front lobby transactions, supporting branch success and deepening client relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
Aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Coachable, collaborative, and curious attributes
Note: Fidelity does not provide immigration sponsorship for this position.
Our Investments in You We offer a competitive total rewards package, including a stable base salary and benefits designed to help you and your family strike the right balance. Training is provided in‑branch, regionally, nationally, and virtually to support your business development.
The Value You Deliver
Provide support to Fidelity’s most valuable clients daily
Identify leads and make effective introductions, directly impacting branch success
Earn client appreciation and find the experience rewarding
Serve as a technology champion, adopting new tools and sharing knowledge with the team
Certifications Series 07 - FINRA, Series 66 - FINRA
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Job Description As a Financial Representative, you will be responsible for client interactions, front lobby transactions, and contributing to branch success by identifying opportunities to deepen relationships.
The Expertise We’re Looking For
Customer service, phone, or financial services experience
Banking, insurance, or financial experience
We’ll support the learning of FINRA licensing material, working toward Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don’t have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role To have rewarding interactions with clients as a subject‑matter specialist in compliance and front lobby transactions, supporting branch success and deepening client relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
Aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Coachable, collaborative, and curious attributes
Note: Fidelity does not provide immigration sponsorship for this position.
Our Investments in You We offer a competitive total rewards package, including a stable base salary and benefits designed to help you and your family strike the right balance. Training is provided in‑branch, regionally, nationally, and virtually to support your business development.
The Value You Deliver
Provide support to Fidelity’s most valuable clients daily
Identify leads and make effective introductions, directly impacting branch success
Earn client appreciation and find the experience rewarding
Serve as a technology champion, adopting new tools and sharing knowledge with the team
Certifications Series 07 - FINRA, Series 66 - FINRA
#J-18808-Ljbffr