Financial Representative

6 days ago

Santa Barbara, California, United States Fidelity TalentSource LLC Full time

Job Overview:

Fidelity TalentSource LLC is seeking a highly skilled Financial Representative to join our team. As a key member of our organization, you will play a vital role in building and maintaining strong relationships with our clients.

Key Responsibilities:

  • Develop and implement effective strategies to deepen client relationships and drive business growth.
  • Provide exceptional customer service and support to clients, ensuring their financial needs are met and exceeded.
  • Stay up-to-date on industry trends and developments, applying this knowledge to provide expert advice and guidance to clients.
  • Collaborate with internal teams to identify opportunities for cross-selling and upselling, driving revenue growth and increasing client satisfaction.
  • Conduct thorough needs assessments to understand client goals and objectives, developing tailored solutions to meet their financial needs.

Requirements:

  • Proven track record of success in a financial services or related field, with a strong understanding of investment products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines while maintaining a high level of accuracy and attention to detail.
  • Series 7 and 66 licenses, or willingness to obtain.

What We Offer:

  • A competitive salary range of $45,000 - $75,000 per year, based on experience and qualifications.
  • A comprehensive benefits package, including health insurance, retirement plans, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional results.

Certifications:

  • Series 7 - FINRA
  • Series 66 - FINRA

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