Financial Representative
1 month 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 be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and driving business growth.
Key Responsibilities- Develop and maintain strong relationships with clients to understand their financial needs and goals
- Provide personalized financial solutions and recommendations to clients
- Work closely with clients to understand their financial situations and provide guidance on investment and financial planning strategies
- Identify and pursue new business opportunities to drive growth and revenue
- Collaborate with internal teams to ensure seamless delivery of financial services and solutions
- 2+ years of experience in financial services or a related field
- Strong understanding of financial products and services
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize multiple tasks
- Series 7 and 66 licenses or ability to obtain within 6 months
- Competitive salary and bonus structure
- Comprehensive benefits package, including medical, dental, and vision insurance
- 401(k) matching program and employee stock purchase plan
- Opportunities for professional development and career advancement
- Flexible work arrangements and work-life balance
Fidelity Investments is a leading provider of financial services and solutions, with a commitment to helping our clients achieve their financial goals. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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