Financial Representative - Carmel, IN

Fidelity Investments Inc.; Carmel (IN); On-site; USD 40,000 - 60,000; Full time

Job summary

Fidelity Investments Inc. seeks a Financial Representative to be the official face of the branch, delivering rewarding client interactions with integrity and honesty.

You will partner with the team to deepen client relationships while promoting compliance and front-desk excellence in a fast-paced environment. The role emphasizes servicing clients, identifying opportunities, and collaborating with colleagues to drive branch success.

Qualifications

• Customer service or financial services experience preferred.
• Experience in banking, insurance, or financial services is a plus.
• Series 7 and Series 66 licenses preparation supported by Fidelity.
• Tuition reimbursement may help obtain a CFP or equivalent credential.
• Technology champion in the branch, adopting new tools to improve team performance.
• Strong interpersonal skills and a passion for client engagement.
• Ability to assess client needs and identify opportunities.
• Remarkable attention to detail and strong prioritization.
• Solid organizational skills and multi-tasking ability.
• Embraces feedback and collaboration to meet challenges.

Responsibilities

• Provide daily support to Fidelity’s valued clients and deliver an exceptional experience.
• Strengthen client relationships by proactive introductions and opportunities.
• Represent Fidelity professionally as the face of the branch.
• Support ongoing training and licensing readiness (Series 7/66).

Skills

Customer service

Financial services experience

Series 7 & 66 licenses

CFP / credentials

Technology champion

Interpersonal skills

Identify client needs

Attention to detail

Organizational skills

Collaboration

Education

Degree or equivalent experience

CFP or equivalent certification beneficial

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.

The Expertise and Skills You Bring

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
• Experience in banking, insurance, or financial services is a plus
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Superb interpersonal skills and passion to engage with clients
• The ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are design e … … your e‑?;…???

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.