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Fidelity Bank · 23 hours ago

Financial Representative - Little Rock, AR

17400 CHENAL PARKWAY SUITE 130, LITTLE ROCK, AR

Full-time

Hybrid

New Grad, Entry Level

Fidelity Bank is seeking a Financial Representative who will play a key role in enhancing client relationships and contributing to branch success. The representative will engage with clients, identify opportunities, and ensure compliance with financial transactions while receiving support for professional licensing and development.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

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 experienceFinancial services experienceSeries 07 licenseBanking experienceInsurance experienceCoachabilityCuriosityInterpersonal skillsAttention to detailOrganizational skillsCollaboration

Required

Customer service, phone, or financial services experience will prepare you for this role

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

Banking, insurance, or financial experience is an excellent addition to your experience

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