Financial Representative Success Partner

7 days ago


Plano, Texas, United States Fidelity TalentSource LLC Full time

About the Role

We are seeking a Financial Representative to join our team at Fidelity Investments. This is an exciting opportunity for someone who wants to make a meaningful impact on our clients' financial well-being.

Key Responsibilities

  • You will be the official face of Fidelity, providing exceptional customer service and support to our valued clients.
  • You will work closely with our clients to understand their financial goals and develop strategies to achieve them.
  • You will have the opportunity to learn and grow with our company, developing your skills and knowledge in compliance, sales, and customer service.

The Ideal Candidate

To succeed in this role, you will need excellent communication and interpersonal skills, as well as a strong passion for helping others.

Your Benefits

Fidelity Investments offers a comprehensive benefits package, including competitive salary ($60,000 - $80,000 per year), medical, dental, and vision insurance, 401(k) matching, and paid time off.

Our Culture

We are proud to be an equal opportunity employer and strive to create a diverse and inclusive work environment.



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