Financial Representative
In the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals. From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity. We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.
A college degree is encouraged yet not required
Banking, insurance, or financial experience is an excellent addition to your experience
Ability to obtain your Series 7 & 63 licenses during your first six months
Adept at assessing client needs through both verbal and non-verbal communication
Inventory Management
Time Management
Record Keeping Skills
Customer Service / Sales skills
Process Improvement
Prioritizing skills
Self-Motivated
Communication Skills
Results-Driven
According to JobzMall, the average salary range for a Financial Representative in 4000 Wilson Blvd, Arlington, VA 22203, USA is between $35,000 and $75,000 per year. This range is based on the salary data from various sources, including salary surveys, job postings, and employer insights. This salary range may also vary depending on the industry, the experience of the individual, and the company.
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Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.
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