Financial Representative - Burlingame, CA

Fidelity Investments is seeking a Financial Representative to play a key role in enhancing the branch atmosphere and fostering client relationships. The representative will engage with clients, identify opportunities for deeper connections, and support branch success through compliance and transaction expertise.ResponsibilitiesMake a key impact on the branch atmosphere as the official face of FidelityInspire client dedication and engagement to develop long-lasting positive relationships with FidelityPartner and contribute to branch success by identifying opportunities to deepen relationshipsOffer support to Fidelity’s most valuable clients dailyIdentify leads and make effective introductions to impact the success of the branchBe a technology champion for the branch, adopting and sharing new technology with the teamSkillsCustomer service, phone, or financial services experienceBanking, insurance, or financial experienceAbility to learn the FINRA licensing material and work to obtain the Series 7 and 66 licensesDegree 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 oneSuperb interpersonal skills and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and ability to prioritizeOrganizational skills to manage multiple tasksBeing coachable, collaborative, and curiousBenefitsComprehensive health care coverage and emotional well-being supportMarket-leading retirementGenerous paid time off and parental leaveCharitable giving employee match programEducational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your careerCompany OverviewFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.



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