Financial Representative - Palo Alto, CA
Fidelity Investments is a leading financial services company, and they are seeking a Financial Representative to enhance client relationships and contribute to branch success. The role involves engaging with clients, identifying opportunities, and supporting compliance and front lobby transactions. 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 Skills 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 We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses Certifications: Series 07 - FINRA, Series 66 - FINRA 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 Benefits Comprehensive health care coverage and 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 to develop your career Company Overview Fidelity’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