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Alexandria, VA 22315
Education & Experience Requirements
In the Financial Representative role, you will make a key impact on the Alexandria, Virginia branch culture by partnering with associates to help clients reach their goals.u00A0
From the moment clients arrive at the Investor Center, you will own providing Fidelity s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity.u00A0
We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.
The Expertise We re Looking For
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center.u00A0 u00A0As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions.u00A0 Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success.u00A0
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans.
Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
Series 07 - FINRA, Series 63 - FINRA
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a
inline>Glassdoor Employees Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning so you can build the career youve always imagined.
Many of our associates are continuing to work remotely temporarily due to COVID-19.
When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what were calling u0022
We invite you to Find Your Fidelity at
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to
inline>accommodations @, or by calling
inline>, prompt 2, option 3.