Be an early applicantLess than 25 applicants

Company

Original Job Post

Fidelity Investments · 2 days ago

Financial Representative

Walnut Creek, CA

Full-time

Hybrid

Mid Level

$45K/yr - $75K/yr

Wonder how qualified you are to the job?

Maximize your interview chances

Asset ManagementFinance

H1B Sponsorship

Actively Hiring

Growth Opportunities

Insider Connection @Fidelity Investments

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Make a key impact on the branch atmosphere as the official face of Fidelity

Inspire client dedication and engagement to develop long-lasting positive relationships

Partner and contribute to branch success by identifying opportunities to deepen relationships

Offer support to Fidelity’s most valuable clients daily

Identify leads and make effective introductions to impact the success of the branch

Be a technology champion for the branch by being an early adopter of technology and sharing knowledge with the team

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial servicesInsuranceSupport to learn FINRA licensing materialObtain Series 766 licensesProfessional certificationsProblem-solvingHard-workingSuperb interpersonal skillsAptitude to assess client needsRemarkable attention to detailOrganizational skillsCoachableCollaborativeCuriousCFP CertificationCompliance ExperienceFront Lobby Transactions ExperienceTechnology ChampionCommunicationTeamwork

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

Support to learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses

Degree and/or other professional certifications are helpful

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

Preferred

CFP certification or degree

Professional certifications

Experience with compliance and front lobby transactions

Technology champion for the branch

Benefits

Comprehensive health care coverage

Emotional well-being support

Market-leading retirement

Generous paid time off and parental leave

Charitable giving employee match program

Educational assistance including student loan repayment, tuition reimbursement, and learning resources

Company

Fidelity Investments

Glassdoor

4.3

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want.

Founded in 1946

Boston, Massachusetts, USA

10,001+ employees

https://www.fidelity.com

H1B Sponsorship

Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Trends of Total Sponsorships

2023 (1092)

2022 (1482)

2021 (1535)

2020 (371)