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Fidelity Investments · 1 day ago

Financial Representative - Del Mar, CA

San Diego, CA

Full-time

Hybrid

New Grad, Entry Level

$45K/yr - $70K/yr

Fidelity Investments is seeking a Financial Representative who will play a crucial role in enhancing client relationships and contributing to branch success. The role involves engaging with clients, managing transactions, and identifying opportunities to deepen client relationships within the branch.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

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 team

Qualification

Customer service experienceBanking experienceFinancial services experienceSeries 7 licenseSeries 66 licenseCoachableCuriousInterpersonal skillsAttention to detailOrganizational skillsCollaborative

Required

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 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 are your 'go to' attributes

Series 07 - FINRA

Preferred

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