Financial Services Representative
2 days ago
Job Overview:
Fidelity Investments is a leading financial services company that offers a range of investment and financial products to individuals, businesses, and institutions. We are seeking a highly motivated and customer-focused Financial Representative to join our team.
About the Role:
As a Financial Representative, you will be responsible for building and maintaining strong relationships with our clients, providing them with personalized financial advice and guidance, and helping them achieve their financial goals. You will work closely with our clients to understand their financial needs and develop tailored solutions to meet those needs.
Key Responsibilities:
- Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
- Develop and maintain strong relationships with our clients, building trust and credibility through regular communication and follow-up.
- Conduct financial needs assessments with clients, identifying areas where they may need additional support or guidance.
- Develop and implement personalized financial plans for clients, taking into account their unique financial goals and objectives.
- Stay up-to-date on industry trends and developments, applying this knowledge to provide clients with the best possible advice and guidance.
Requirements:
- 2+ years of experience in a customer-facing role, preferably in the financial services industry.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
- Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
- Knowledge of financial products and services, including investments, retirement planning, and estate planning.
- Series 7 and 66 licenses, or the ability to obtain them within a reasonable timeframe.
What We Offer:
- A competitive salary and bonus structure, with opportunities for advancement and professional growth.
- A comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan with company match.
- Opportunities for ongoing training and development, including courses and workshops on financial planning and industry trends.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional client service.
How to Apply:
If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications for the role.
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