Financial Representative - Indianapolis, IN

Job Description: Financial Representative   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.   The Expertise   We’re   Looking For   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   The Purpose of Your Role   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   identifying   opportunities to deepen relationships.   The Skills You Bring   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   Note: Fidelity is not providing immigration sponsorship for this position   Our Investments in You   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!   The Value You Deliver   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   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.