Financial Services Representative
2 days ago
We are seeking a highly skilled and motivated Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.
As a Financial Representative, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities to deepen their relationships with Fidelity, and providing expert advice on financial products and services.
The Expertise We're Looking For:- Customer service, phone, or financial services experience is highly valued
- Banking, insurance, or financial experience is an excellent addition to your background
- We will support you in obtaining the necessary FINRA licenses, including the Series 7 and 66
- Degree and/or professional certifications, such as a CFP, are helpful but not required
As a Financial Representative, your primary goal will be to provide exceptional client experiences and drive business growth through deepening relationships and identifying new opportunities.
The Skills You Bring:- Superb interpersonal skills and a passion for engaging with clients
- Aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable, collaborative, and curious are essential attributes
Fidelity Investments is committed to supporting your growth and development as a Financial Representative. We offer a competitive total rewards package, including a stable base salary, and a range of benefits designed to help you and your family strike the right balance.
We also provide comprehensive training and development programs to help you succeed in your role, including in-branch, regional, national, and virtual training sessions.
The Value You Deliver:- You will be a key member of our team, providing support to our most valuable clients daily
- You will identify leads and make effective introductions, directly impacting the success of our branch
- You will be valued by clients and find working with them a rewarding experience
- You will be an early adopter of technology and share your knowledge with the team
Series 0- FINRA, Series 6- FINRA, Series 7- FINRA, Series 66- FINRA
Category:Customer Service
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