Financial Representative - Bellevue, WA

Fidelity Investments is seeking a Financial Representative who plays a key role in creating a positive branch atmosphere and building client relationships. This role focuses on providing exceptional customer service and compliance support while identifying opportunities to deepen client engagement.

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
• Banking, insurance, or financial experience is an excellent addition to your experience
• We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
• 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
• 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
• Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

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

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