Financial Representative - Seal Beach, CA

Fidelity Investments is seeking a Financial Representative who will play a crucial role in enhancing client relationships and branch success. This position involves engaging with clients, assessing their needs, and ensuring compliance with front lobby transactions while obtaining necessary financial licenses.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 relationshipsOffer support to Fidelity’s most valuable clients dailyIdentify leads and make effective introductions to directly impact the success of the branchBe a technology champion for the branch, sharing knowledge with the teamSkillsCustomer 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 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 curious are your 'go to' attributesDegree 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 oneBenefitsComprehensive 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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