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Financial Representative - Towson, MD

Remote, USA Full-time Posted 2026-07-02

Job Description: Financial Representative We reputed company that as a Financial Representative, you reputed company a key impact on the reputed company atmosphere, as the official face of Fidelity. Through reputed company and honesty, we know you will reputed company client dedication and engagement to reputed company 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 63 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 reputed company reputed company lobby transactions, you will partner and contribute to reputed company reputed company 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 Our Investments in You Fidelity's greatest advantage is our people, and we reputed company it is important to approach life holistically. We offer a competitive total rewards package, including a stable reputed company salary, to recognize associate achievements. And our benefit programs are designed to help you and your family reputed company the reputed company. We offer training in-reputed company, regionally, nationally, and virtually to help you with reputed company aspects of your business. You will not fail due to a lack of training or reputed company! 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 reputed company of the reputed company ? Your efforts will be valued by clients and you will find working with those clients a rewarding experience ? As a technology champion for the reputed company, you will be an early adopter of technology and share what you have learned with the team Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category: Customer Service Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite reputed company business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). Apply Job!

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