Financial Services Representative

4 days ago


Burlingame, California, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly skilled 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
  • Develop and maintain strong relationships with clients, providing personalized financial guidance and support.
  • Identify and pursue new business opportunities, leveraging your expertise to drive revenue growth.
  • Stay up-to-date on industry trends and regulatory requirements, ensuring compliance and best practices.
  • Collaborate with colleagues to achieve branch goals and objectives.
Requirements
  • 2+ years of experience in financial services, customer-facing roles, or related fields.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Proven track record of meeting or exceeding sales targets and driving business growth.
  • Series 7 and 66 licenses, or willingness to obtain.
What We Offer
  • A competitive base salary, ranging from $45,000 to $75,000 per year.
  • A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Ongoing training and development opportunities, to help you succeed in your role.
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork.

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