Financial Representative - Littleton, MA at Fidelity Bank · 820…

Summary: Fidelity Bank is seeking a Financial Representative who will play a key role in enhancing client relationships at the branch. This position involves providing exceptional customer service and support while working towards obtaining necessary financial licenses. Responsibilities: - A key member of the team, you are offering support to Fidelity’s most valuable clients daily - By identifying leads and making effective introductions, you are directly impacting the success of the branch - Your efforts will be valued by clients and you will find working with those clients a rewarding experience - As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team Required Qualifications: - Customer service, phone, or financial services experience will prepare you for this role - Banking, insurance, or financial experience is an excellent addition to your experience - We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses - Degree 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 one - Superb interpersonal skills and passion to engage with clients - An aptitude to assess client needs and identify opportunities - Remarkable attention to detail and ability to prioritize - Organizational skills to manage multiple tasks - Being coachable, collaborative, and curious are your 'go to' attributes Required Skills: Financial services, Insurance, Series 7 - FINRA, Series 66 - FINRA, Coachability Benefits: Comprehensive health care coverage and emotional well-being support, Market-leading retirement, Generous paid time off and parental leave, Charitable giving employee match program, Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career