Financial Representative
2 days 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
- Desirable: degree and/or professional certifications, such as CFP
As a Financial Representative, your primary objective will be to provide exceptional client experiences, identify opportunities to deepen relationships, and contribute to branch success. You will be a subject matter specialist in compliance and front lobby transactions, partnering with colleagues to drive business growth.
The Skills You Bring:- Superb interpersonal skills and passion for engaging with clients
- Aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Coachability, collaboration, and curiosity
Fidelity Investments is committed to investing in our people, providing a competitive total rewards package, including a stable base salary, and comprehensive benefit programs. We offer training and development opportunities to help you succeed in your role.
The Value You Deliver:- Contribute to branch success by identifying opportunities to deepen relationships
- Provide exceptional client experiences and build strong relationships
- Identify leads and make effective introductions to drive business growth
- Be a technology champion for the branch, adopting new technologies and sharing knowledge with colleagues
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