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Financial Services Representative
2 months ago
We are seeking a highly skilled and experienced Financial Services Representative to join our team at Fidelity Investments. As a Financial Services Representative, you will be responsible for providing exceptional customer service and financial guidance to our clients.
Key Responsibilities- Build and maintain strong relationships with clients to understand their financial goals and objectives
- Provide personalized financial planning and investment advice to clients
- Develop and implement comprehensive financial plans to meet clients' needs
- Stay up-to-date with industry trends and developments to provide expert advice to clients
- Collaborate with internal teams to ensure seamless delivery of financial services to clients
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Previous experience in financial services or a related field
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Strong analytical and problem-solving skills
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business.
Why Join FidelityFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.
