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Financial Representative - Folsom, CA

Fidelity Investments
Posted 5 days ago, valid for a month
Location

Folsom, CA, US

Salary

$45,000 - $75,000 per year

Contract type

Full Time

Paid Time Off
Tuition Reimbursement

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Sonic Summary

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  • The Financial Representative role at Fidelity is crucial for fostering client relationships and enhancing branch atmosphere through integrity and honesty.
  • Candidates should have customer service, phone, or financial services experience, with a preference for those with banking, insurance, or financial backgrounds, and must be willing to obtain Series 7 and 66 licenses.
  • The position offers a base salary range of $45,000 - $75,000 per year, depending on experience and job responsibilities.
  • Fidelity provides extensive training and support to ensure employees succeed in their roles, alongside a competitive total rewards package and various benefits.
  • This role requires superb interpersonal skills, attention to detail, and the ability to manage multiple tasks effectively.

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position 

 

Our Investments in You 

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! 

 

The Value You Deliver 

  • 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 

 

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $45,000 - $75,000 per year.  

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   


We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

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 governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Customer Service



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