Financial Representative Tysons Corner, VA

Note: Fidelity will not provide immigration sponsorship for this position.

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.

• 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

As a key member of the team you will provide daily support to Fidelitys 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.

Fidelitys 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.

Fidelitys 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.

Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support market-leading retirement generous paid time off and parental leave charitable giving employee match program and educational assistance including student loan repayment tuition reimbursement and learning resources to develop your career. Note the application window closes when the position is filled or unposted.

Please be advised that Fidelitys 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.