Financial Services Representative
2 months ago
Fidelity Investments is seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.
Key Responsibilities- Client Engagement: Build and maintain strong relationships with clients, providing personalized financial guidance and support to help them achieve their goals.
- Financial Planning: Develop and implement comprehensive financial plans, taking into account clients' unique needs and objectives.
- Product and Service Knowledge: Stay up-to-date on Fidelity's products and services, and effectively communicate their benefits to clients.
- Business Development: Identify and pursue new business opportunities, leveraging your expertise and network to drive growth and revenue.
- Team Collaboration: Work closely with colleagues to achieve branch goals, share best practices, and provide support as needed.
- Education: Bachelor's degree or higher in a related field (e.g., finance, business, economics).
- Experience: 2+ years of experience in a financial services or related industry.
- Licenses and Certifications: Series 7 and 66 licenses, or ability to obtain within a reasonable timeframe.
- Skills: Excellent communication and interpersonal skills, strong analytical and problem-solving abilities, and a passion for delivering exceptional client experiences.
- Competitive Compensation: A comprehensive compensation package, including a base salary, bonuses, and benefits.
- Professional Development: Ongoing training and support to help you grow and succeed in your role.
- Collaborative Culture: A dynamic and supportive team environment that fosters open communication and collaboration.
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Financial Services Representative
4 weeks ago
Shrewsbury, Massachusetts, United States Fidelity Investments Full timeJob Description: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...
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Financial Services Representative
4 weeks ago
Shrewsbury, Massachusetts, United States Fidelity Investments Full timeJob Description: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...
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Financial Services Representative
1 month ago
Shrewsbury, Massachusetts, United States Fidelity Investments Full timeJob Description: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...
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Financial Services Representative
1 month ago
Shrewsbury, Massachusetts, United States Fidelity Investments Full timeJob Description: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...
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Financial Representative
4 weeks ago
Shrewsbury, Massachusetts, United States Fidelity Investments Full timeJob Title: Financial RepresentativeAt Fidelity Investments, we're seeking a talented Financial Representative to join our team. As a key member of our branch, you'll play a vital role in delivering exceptional client experiences and driving business growth.About the RoleWe're looking for a skilled professional who can build strong relationships with our...
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Financial Representative
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Shrewsbury, Massachusetts, United States Fidelity TalentSource LLC Full timeKey Role: As a Financial Representative, you will be the face of Fidelity, building strong relationships with clients and driving business growth.About the Role: We are seeking a highly motivated and customer-focused individual to join our team as a Financial Representative. In this role, you will be responsible for providing exceptional client service,...
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Financial Representative
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Shrewsbury, Massachusetts, United States Fidelity TalentSource LLC Full timeJob Description: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 critical role in building strong relationships with our clients and driving business growth.The Expertise We re Looking ForProven customer service skills, with experience in phone or...
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