Financial Representative

Fidelity Investments

. Serve as the official face of Fidelity in the branch .

Posted 9/29/2026full-timeTukwila • Washington • United StatesMid-LevelSenior💰 $45,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and compliance within the financial services sector, leveraging strong interpersonal skills and technology adoption to enhance client experiences and branch success.

Highest-signal resume keywords

Customer Service ExperienceSeries 7 LicenseSeries 66 LicenseSecurities Industry Essentials (SIE) CertificationTechnology Champion

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Compliance KnowledgeFront-Lobby TransactionsClient Relationship DevelopmentOpportunity IdentificationAttention to Detail

Soft Skills

Interpersonal SkillsOrganizational SkillsCollaborationCuriosityFeedback Embrace

Certifications & Qualifications

Series 7 LicenseSeries 66 LicenseSecurities Industry Essentials (SIE) Certification

Industry Keywords

Financial ServicesBankingInsuranceRegulatory ComplianceClient Engagement

About the role

Key responsibilities & impact

Serve as the official face of Fidelity in the branch
Inspire client dedication and engagement
Develop long-lasting positive client relationships
Act as a subject matter specialist in compliance and front-lobby transactions
Partner with colleagues and contribute to branch success
Identify opportunities to deepen client relationships
Provide daily support to Fidelity clients
Deliver exceptional client experiences
Proactively identify opportunities and make effective introductions
Contribute directly to branch success and growth
Serve as a technology champion and share knowledge to enhance team capabilities and performance

Requirements

What you’ll need

Customer service, phone-based support, or financial services experience provides a strong foundation for success
Experience in banking, insurance, or financial services is a plus
Required Series 7 and Series 66 licenses; comprehensive resources and support are provided to prepare for them
Securities Industry Essentials (SIE) certification listed
Superb interpersonal skills and passion to engage with clients
Ability to assess client needs and find opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Technology adoption and ability to serve as a technology champion within the branch
Ability to embrace feedback, foster collaboration, and approach challenges with curiosity
Must not require immigration sponsorship
Ability to comply with applicable securities, investment, retirement, and regulatory laws; certain criminal histories may restrict hiring or association

Benefits

Comp & perks

Competitive total rewards package including a stable base salary
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement benefits
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources and career development
Training in-branch, regionally, nationally, and virtually
Support for obtaining a CFP, degree, or equivalent credential
Comprehensive onboarding and training