Financial Representative - Minnetonka, MN

Fidelity Investments is seeking a Financial Representative to enhance client interactions and contribute to branch success. In this role, you will be the face of Fidelity, building long-lasting relationships with clients and identifying opportunities to deepen those relationships.ResponsibilitiesA key member of the team, you are offering support to Fidelity’s most valuable clients dailyBy identifying leads and making effective introductions, you are directly impacting the success of the branchYour efforts will be valued by clients and you will find working with those clients a rewarding experienceAs a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the teamSkillsCustomer service, phone, or financial services experience will prepare you for this roleSuperb 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 curious are your 'go to' attributesWe will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licensesBanking, insurance, or financial experience is an excellent addition to your experienceDegree 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 oneBenefitsComprehensive health care coverageEmotional well-being supportMarket-leading retirementGenerous paid time offParental leaveCharitable giving employee match programEducational assistance including student loan repaymentTuition reimbursementLearning 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.



Apply To This Job