Financial Services Representative
1 day ago
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.
- 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.
- 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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Financial Center Service Associate
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Financial Services Representative
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Financial Services Representative
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