Financial Representative - Rockville, MD

Fidelity(2 months ago)

HybridFull TimeJunior$45,000 - $70,000Customer Service

About this role

A Financial Representative at Fidelity serves as the client-facing representative of the branch, building trust and long-term client relationships through integrity and engagement. The role represents the firm in the branch environment, supports compliance and front-lobby transactions, and contributes to overall branch success.

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Required Skills

Customer Service
Client Engagement
Needs Assessment
Detail Orientation
Organization
Coachability
Technology Adoption
Lead Generation
Compliance Knowledge

Qualifications

Series 07 - FINRA
Series 66 - FINRA
Degree (Preferred)
CFP (Preferred)

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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