Financial Representative - Minnetonka, MN

Fidelity Investments is looking for a Financial Representative to enhance client relationships and contribute to branch success. This role involves engaging with clients, identifying opportunities, and ensuring compliance with front lobby transactions.ResponsibilitiesMake a key impact on the branch atmosphere as the official face of FidelityInspire client dedication and engagement to develop long-lasting positive relationships with FidelityPartner and contribute to branch success by identifying opportunities to deepen relationships with clientsProvide superb customer service and support to Fidelity’s most valuable clients dailyIdentify leads and make effective introductions to impact the success of the branchBe a technology champion for the branch and share knowledge with the teamSkillsCustomer service, phone, or financial services experienceBanking, insurance, or financial experienceAbility to learn the FINRA licensing material and work to obtain the Series 7 and 66 licensesSuperb 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 curiousDegree and/or other professional certificationsCFP or degreeBenefitsComprehensive health care coverageEmotional well-being supportMarket-leading retirementGenerous paid time offParental leaveCharitable giving employee match programEducational assistance including student loan repaymentTuition reimbursementLearning resources to develop your careerCompany OverviewFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.



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