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Financial Representative - Midlothian, VA Job Opening In Midlothian – Now Hiring Fidelity Investments


Job description

Job Description

:

Financial Representative

We 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 For

  • 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
  • The Purpose of Your Role

    It 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 Bring

  • 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
  • Our Investments in You

    Fidelity’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 our benefit programs are 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 onboarding!

    The Value You Deliver

  • 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
  • Certifications:

    Required Skill Profession

    Sales Representatives, Services


    • Job Details

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    Unlock Your Financial Representative Potential: Insight & Career Growth Guide


    Real-time Financial Representative Jobs Trends (Graphical Representation)

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    91043 Jobs in United States
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    21 Jobs in Midlothian
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    Are You Looking for Financial Representative Midlothian, VA Job?

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Fidelity Investments adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying United States laws and regulations

    What Is the Average Salary Range for Financial Representative Midlothian, VA Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Midlothian. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

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    Interview Tips for Financial Representative Midlothian, VA Job Success

    Fidelity Investments interview tips for Financial Representative   Midlothian, VA

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    Research: Learn about the Fidelity Investments's mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

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    Final Thought:

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