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Fidelity Investments

Financial Representative

Fidelity Investments

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

Posted 10/7/2026full-timeTukwila • Washington • United StatesMid-LevelSenior💰 $45,000 - $75,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

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

Highest-signal resume keywords
Customer Service ExperienceSeries 7 LicenseSeries 66 LicenseSecurities Industry Essentials CertificationFinancial Services Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Interpersonal SkillsAttention to DetailOrganizational SkillsCollaborationCuriosity
Tools & Technologies
Technology AdoptionKnowledge Sharing
Certifications & Qualifications
Series 7 LicenseSeries 66 LicenseSecurities Industry Essentials Certification
Industry Keywords
Financial ServicesBankingInsuranceComplianceClient Relationships

About the role

Key responsibilities & impact
  • Serve as the official face of Fidelity in the branch
  • Build long-lasting positive client relationships through integrity and honesty
  • Support daily interactions with Fidelity clients and deliver an exceptional experience
  • Act as a subject matter specialist in compliance and front-lobby transactions
  • Partner with the branch team and contribute to branch success
  • Identify opportunities to deepen client relationships
  • Proactively identify opportunities and make effective introductions
  • Serve as a technology champion within the branch
  • Adopt new tools early 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
  • Experience in banking, insurance, or financial services is a plus
  • Required Series 7 and Series 66 licenses
  • 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 knowledge-sharing skills
  • Ability to embrace feedback, foster collaboration, and approach challenges with curiosity
  • Fidelity will not provide immigration sponsorship for this position
  • Subject to restrictions related to certain criminal histories under applicable financial regulations

Benefits

Comp & perks
  • 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 for career development
  • In-branch, regional, national, and virtual training
  • Onboarding support