Fidelity Investments · 5 days ago
Financial Representative - Minnetonka, MN
Hopkins, MN
Full-time
Hybrid
New Grad, Entry Level
$45K/yr - $70K/yrFidelity Investments is a leading financial services company, dedicated to delivering the best customer experience in the industry. In the Financial Representative role, you will provide exceptional service to clients, helping them navigate their financial goals and building long-lasting relationships.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Make a key impact on the branch culture by partnering with associates to help clients reach their goals
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
Have rewarding interactions with clients beginning with their arrival to the Investor Center
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
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
Offering support to Fidelity’s most wealthy and valuable clients daily
Identifying leads and making effective introductions, you are directly impacting the success of the branch
Being a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Qualification
Required
Customer service, sales, phone or financial services experience will prepare you for this role
Your passion for delivering a world-class customer experience and desire to be an excellent ambassador to Fidelity's clients
Superb interpersonal, customer interaction and communication skills
Superb interpersonal skills and passion to engage with customers
An aptitude for sales to dedicatedly identify leads
Remarkable attention to detail and ability to prioritize
Computer literacy and experience working with multiple applications at once
Your organizational skills to manage multiple tasks simultaneously
Adept at assessing client needs through both verbal and non-verbal communication
Ability to run and upkeep the lobby / lounge of Fidelity's fast paced Investor Center
Inventory management experience to ensure all client collateral and office supplies are in stock
Aspiration to partner with Fidelity's clients to build long-lasting relationship and financial plans
FINRA series 7 and series 63 licenses
Preferred
A college degree is encouraged yet not required
Banking, insurance, or financial experience is an excellent addition to your experience
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
Founded in 1946
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-16
2026-01-16
Company data provided by crunchbase