Financial Representative - Palo Alto, CA

Fidelity Bank is seeking a Financial Representative who will play a key role in fostering client relationships and enhancing the branch atmosphere. The representative will engage with clients, assist with compliance and transactions, and identify opportunities to deepen client engagement.

Responsibilities

• 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

Skills

• Customer service, phone, or financial services experience will prepare you for this role
• 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
• We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
• Banking, insurance, or financial experience is an excellent addition to your experience
• 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

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
• Learning resources to develop your career

Company Overview