Financial Representative - Torrance, CA at Fidelity Investments

Torrance, California, United States

Fidelity Investments Logo
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 (support 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 a technology champion for the branch, adopting new technology and sharing knowledge with the team
  • Have rewarding interactions with clients

Skills

Key technologies and capabilities for this role

Customer ServiceFINRA Series 7Series 63Financial ServicesBankingInsuranceComplianceClient Relationship ManagementInterpersonal Skills

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 is an in-office position located in Torrance, CA, involving front lobby transactions and branch atmosphere contributions.

What skills are required for the Financial Representative role?

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

What benefits does Fidelity offer for this position?

Fidelity offers a competitive total rewards package including a stable base salary, bonus or other variable compensation depending on eligibility, comprehensive health care coverage, Tuition Reimbursement program, and extensive training programs.

What experience or qualifications make a strong candidate for this role?

Customer service, phone, or financial services experience is ideal, with banking, insurance, or financial experience as a plus. A degree, professional certifications like CFP, or willingness to obtain FINRA Series 7 and 63 licenses through supported training are helpful.

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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