Financial Representative - New Haven, CT

Fidelity Investments; New Haven (CT); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

In-branch training

Tuition reimbursement

Onsite working model

Job summary

Fidelity Investments is seeking a Financial Representative to serve as the friendly face of the branch, delivering superior client service and trusted guidance. You will support lobby transactions, assess client needs, and collaborate to deepen relationships with Fidelity products.

The role emphasizes integrity and teamwork, with formal training for Series 7/66 licenses and opportunities to obtain CFP credentials through the firm’s tuition reimbursement program.

Qualifications

• Customer service or financial services experience is preferred.
• Experience in banking, insurance, or financial services is a plus.
• Training provided for Series 7 and Series 66 licenses.
• A degree or professional credentials (CFP, etc.) are beneficial.

Responsibilities

• Serve as the branch face and drive client engagement to deepen relationships.
• Support front lobby transactions with accuracy and integrity.
• Identify opportunities and make effective introductions to Fidelity services.
• Collaborate with the team to deliver a rewarding client experience.

Skills

Customer service

Phone-based support

Financial services

Series 7 license

Series 66 license

CFP certification

Interpersonal skills

Needs assessment

Attention to detail

Organizational skills

Education

Bachelor's degree or equivalent experience

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 designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

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

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.