Financial Services Representative

1 day ago


Katy, Texas, 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
  • Client Engagement: Build and maintain strong relationships with clients, providing personalized financial guidance and support.
  • Financial Planning: Assess client needs and develop tailored financial plans to meet their goals and objectives.
  • Product and Service Knowledge: Stay up-to-date on Fidelity's products and services, and effectively communicate their benefits to clients.
  • Business Development: Identify opportunities to deepen client relationships and drive business growth through cross-selling and upselling.
  • Team Collaboration: Work closely with colleagues to achieve branch goals and objectives, and contribute to a positive and inclusive team culture.
Requirements
  • Education: Bachelor's degree or higher in a related field, or equivalent experience.
  • Experience: 2+ years of experience in a financial services or related field.
  • Licenses and Certifications: Series 7 and 63 licenses, or ability to obtain within a reasonable timeframe.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer
  • Competitive Compensation: A competitive base salary and bonus structure.
  • Benefits: A comprehensive benefits package, including medical, dental, and vision coverage.
  • Professional Development: Ongoing training and development opportunities to help you succeed in your role.
  • Culture: A dynamic and inclusive work environment that values diversity, equity, and inclusion.


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