Financial Representative - Novi, MI
Company: Fidelity Investments
Location: Novi
Posted on: July 29, 2022
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Job Description:
Job Description:Financial RepresentativeWe believe that as a
Financial Representative, you make a key impact on the branch
atmosphere, as the official face of Fidelity. Through integrity and
honesty, we know you will inspire client dedication and engagement
to develop long-lasting positive relationships with Fidelity.The
Expertise We're Looking ForCustomer service, phone, or financial
services experience will prepare you for this roleBanking,
insurance, or financial experience is an excellent addition to your
experienceWe will support you while you learn the FINRA licensing
material and work to obtain the Series 7 and 63 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 oneThe Purpose of Your RoleIt is our mission for
the Financial Representative to have rewarding interactions with
clients. As a subject matter specialist in compliance and all front
lobby transactions, you will partner and contribute to branch
success by identifying opportunities to deepen relationships.The
Skills You BringSuperb 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"
attributesOur Investments in YouFidelity's greatest advantage is
our people, and we believe it is important to approach life
holistically. We offer a competitive total rewards package,
including a stable base salary, to recognize associate
achievements. And ourbenefit programsare designed to help you and
your family strike the right balance. We offer training in-branch,
regionally, nationally, and virtually to help you with all aspects
of your business. You will not fail due to a lack of training or
onboardingThe Value You DeliverA 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 teamCertifications:Series 07 - FINRACompany
OverviewFidelity Investments is a privately held company with a
mission to strengthen the financial well-being of our clients. We
help people invest and plan for their future. We assist companies
and non-profit organizations in delivering benefits to their
employees. And we provide institutions and independent advisors
with investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a
Glassdoor Employees' Choice Award, we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.Many of our associates are continuing to work
remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling
"Dynamic Working."We invite you to Find Your Fidelity at
fidelitycareers.com.Fidelity Investments is an equal opportunity
employer. We believe that the most effective way to attract,
develop and retain a diverse workforce is to build an enduring
culture of inclusion and belonging.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
participate in the application or interview process. To initiate a
request for an accommodation, contact the HR Leave of
Absence/Accommodation Team by sending an email toaccommodations
fmr.com, or by calling 800-835-5099, prompt 2, option
3.PDN-968d7846-3467-4257-9de5-38899b47cf73
Keywords: Fidelity Investments, Novi , Financial Representative - Novi, MI, Accounting, Auditing , Novi, Michigan
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