Financial Representative - Albuquerque, NM
Company: Fidelity Investments
Location: Albuquerque
Posted on: September 20, 2023
Job Description:
Job Description:Financial RepresentativeWe 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, we know 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 to your experience
- We will support you while you learn the FINRA licensing
material and work to obtain the Series 7 and 63 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 oneThe Purpose of Your RoleIt 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'
attributesOur Investments in YouFidelity 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\u202Fbenefit programs\u202Fare designed to
help you and your family strike the right balance.\u00A0 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, you are offering support to Fidelity
s most valuable clients daily
- By identifying leads and making effective introductions, you
are directly impacting 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
teamCertifications:Series 07 - FINRACompany OverviewFidelity
Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a , we
have been recognized by our employees as a Best Place to Work in
2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.Many of our associates are
continuing to work remotely temporarily due to COVID-19. When
Fidelity employees eventually return to the office, our goal is for
most people to work flexibly in a way that balances both personal
and business needs with time onsite and offsite through what we're
calling \u0022.\u0022We invite you to Find Your Fidelity at
.Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to--, or by calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, Albuquerque , Financial Representative - Albuquerque, NM, Accounting, Auditing , Albuquerque, New Mexico
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