Financial Representative - Lexington, KY

Financial Representative

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 identifying opportunities to deepen relationships.

• Customer service, phone, or financial services experience
• Banking, insurance, or financial experience
• Will support learning the FINRA licensing material and obtaining Series 7 and 66 licenses
• Degree and/or other professional certifications are helpful; tuition reimbursement available if needed
• We do not provide immigration sponsorship for this position

• Superb interpersonal skills and passion to engage with clients
• Ability to assess client needs and identify opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Coachable, collaborative, and curious attributes

Fidelity offers a competitive total rewards package, including a stable base salary, and benefit programs to help you and your family strike the right balance. Training is provided in-branch, regionally, nationally, and virtually to support your business development. You will not fail due to a lack of training or onboarding.

• Support Fidelity’s most valuable clients daily
• Identify leads and make effective introductions, directly impacting branch success
• Clients will find working with you rewarding
• Act as a technology champion, adopting new tech and sharing knowledge with the team

Fidelity is transitioning to a full-time onsite working model through a phased rollout. Some roles and locations currently require 100% onsite presence; others require less. Onsite expectations may evolve as the rollout continues. This transition does not apply to fully remote roles.

Series 07 - FINRA, Series 66 - FINRA

Please be advised that Fidelity’s 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, and the rules of various self-regulatory organizations, including FINRA. These laws may restrict hiring or associating with individuals having certain criminal histories.