Financial Representative - Orland Park, IL

Fidelity Investments is seeking a Financial Representative who will play a key role in enhancing the branch atmosphere and client relationships. The role involves engaging with clients, identifying opportunities for relationship building, and ensuring compliance with front lobby transactions.

Responsibilities

• Make a key impact on the branch atmosphere as the official face of Fidelity
• Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
• Partner and contribute to branch success by identifying opportunities to deepen relationships
• Offer support to Fidelity’s most valuable clients daily
• Identify leads and make effective introductions to directly impact the success of the branch
• Be a technology champion for the branch, adopting technology and sharing knowledge with the team

Skills

• Customer service, phone, or financial services experience
• 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
• Banking, insurance, or financial experience
• Degree and/or other professional certifications
• CFP or degree

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
• Learning resources to develop your career

Company Overview