Financial Representative - Berkeley, CA

Fidelity Bank is seeking a Financial Representative to enhance client engagement and branch success. The role involves building positive relationships with clients and providing support in compliance and front lobby transactions.

Responsibilities

• Make a key impact on the branch atmosphere
• Inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity
• Partner and contribute to branch success by identifying opportunities to deepen relationships
• Offering support to Fidelity’s most valuable clients daily
• Identifying leads and making effective introductions
• Impacting the success of the branch
• Being a technology champion for the branch

Skills

• 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 66 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
• 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

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

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