Financial Representative
2 weeks ago
We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.
As a Financial Representative, you will be responsible for building and maintaining strong relationships with our clients, providing personalized financial solutions, and identifying opportunities to deepen relationships. Your expertise in customer service, phone, or financial services will be invaluable in this role.
The Expertise We're Looking For:- Customer service, phone, or financial services experience
- Banking, insurance, or financial experience
- Ability to learn and obtain FINRA licensing material and Series 7 and 66 licenses
- Degree and/or professional certifications, such as CFP
As a Financial Representative, your primary goal will be to have rewarding interactions with clients, providing them with expert advice and guidance to help them achieve their financial goals. You will partner with our clients to identify opportunities to deepen relationships and drive business growth.
The Skills You Bring:- Superb interpersonal skills and passion to engage with clients
- 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
Fidelity Investments is committed to investing in our people and providing a competitive total rewards package, including a stable base salary and comprehensive benefits. We offer training and development opportunities to help you succeed in your role and advance your career.
The Value You Deliver:- Supporting Fidelity's most valuable clients daily
- Identifying leads and making effective introductions to drive business growth
- Providing expert advice and guidance to clients to help them achieve their financial goals
- Being a technology champion for the branch and sharing knowledge with the team
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