Financial Representative - Seal Beach, CA at Fidelity Investments

Seal Beach, California, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Customer service, phone, or financial services experience
Banking, insurance, or financial experience (preferred)
Willingness to obtain FINRA Series 7 and 63 licenses (training provided)
Degree and/or professional certifications (helpful; tuition reimbursement available if lacking)
Superb interpersonal skills and passion to engage with clients
Aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Coachable, collaborative, and curious attributes

Responsibilities

Serve as the official face of Fidelity, impacting branch atmosphere through integrity and honesty
Inspire client dedication and engagement to develop long-lasting positive relationships
Act as subject matter specialist in compliance and all front lobby transactions
Partner and contribute to branch success by identifying opportunities to deepen relationships
Offer daily support to Fidelity’s most valuable clients
Identify leads and make effective introductions to impact branch success
Act as technology champion for the branch, adopting new technology and sharing knowledge with the team

Skills

Key technologies and capabilities for this role

Customer ServiceFINRA Series 7Series 63CFPFinancial ServicesBankingInsuranceComplianceClient Relationship Management

Questions & Answers

Common questions about this position

What is the base salary range for this Financial Representative position?

The base salary range is $45,000 - $70,000 per year, with placement varying based on job responsibilities, scope, geographic location, candidate’s relevant experience, and other factors.

Is this Financial Representative role remote or office-based?

This information is not specified in the job description.

What skills are required for the Financial Representative role?

Key skills include superb interpersonal skills and passion to engage with clients, aptitude to assess client needs, remarkable attention to detail, organizational skills, and being coachable, collaborative, and curious.

What does Fidelity offer in terms of training and support for this role?

Fidelity provides training in-branch, regionally, nationally, and virtually, supports obtaining FINRA Series 7 and 63 licenses, and offers a Tuition Reimbursement program for degrees or certifications like CFP. You will not fail due to a lack of training or onboarding.

What benefits are provided for the Financial Representative position?

Fidelity offers a competitive total rewards package including a stable base salary, bonus or other variable compensation depending on eligibility, and a wide range of benefits such as comprehensive health care coverage to help balance work and home life.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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